Overview
Assets Under Management: $415 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 55
Average Client Assets: $3.8 million
Frequently Asked Questions
VESTORY, 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 #151858), VESTORY, LLC is subject to fiduciary duty under federal law.
VESTORY, LLC is headquartered in BELLEVUE, WA.
VESTORY, LLC serves 55 high-net-worth clients according to their SEC filing dated November 06, 2018. View client details ↓
According to their SEC Form ADV, VESTORY, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
VESTORY, LLC manages $415 million in client assets according to their SEC filing dated November 06, 2018.
According to their SEC Form ADV, VESTORY, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.84%
Average Client Assets: $3.8 million
Total Client Accounts: 1,659
Discretionary Accounts: 1,643
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 151858
Filing ID: 1249946
Last Filing Date: 2018-11-06 12:37:00