Overview
Assets Under Management: $705 million
Headquarters: EGG HARBOR TWP., NJ
High-Net-Worth Clients: 120
Average Client Assets: $622,312
Frequently Asked Questions
VESTGEN INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118851), VESTGEN INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VESTGEN INVESTMENT MANAGEMENT, LLC is headquartered in EGG HARBOR TWP., NJ.
VESTGEN INVESTMENT MANAGEMENT, LLC serves 120 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, VESTGEN INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
VESTGEN INVESTMENT MANAGEMENT, LLC manages $705 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, VESTGEN INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.59
Average High-Net-Worth Client Assets: $622,312
Total Client Accounts: 2,705
Discretionary Accounts: 2,253
Non-Discretionary Accounts: 452
Regulatory Filings
CRD Number: 118851
Filing ID: 1954769
Last Filing Date: 2025-03-28 13:29:00
Website: https://vestgen.com