Overview
Assets Under Management: $705 million
Headquarters: EGG HARBOR TWP., NJ
High-Net-Worth Clients: 120
Average Client Assets: $622,312
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