Overview
Assets Under Management: $668 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 2,754
Average Client Assets: $264,690
Frequently Asked Questions
VESTIA ADVISORS, 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 #290565), VESTIA ADVISORS, LLC is subject to fiduciary duty under federal law.
VESTIA ADVISORS, LLC is headquartered in FORT WAYNE, IN.
VESTIA ADVISORS, LLC serves 2,754 high-net-worth clients according to their SEC filing dated November 20, 2024. View client details ↓
According to their SEC Form ADV, VESTIA ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
VESTIA ADVISORS, LLC manages $668 million in client assets according to their SEC filing dated November 20, 2024.
According to their SEC Form ADV, VESTIA ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2,754
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.11
Average High-Net-Worth Client Assets: $264,690
Total Client Accounts: 3,325
Discretionary Accounts: 3,325
Regulatory Filings
CRD Number: 290565
Last Filing Date: 2024-11-20 00:00:00
Website: https://tru-ind.com