10 S. Riverside Plaza
Suite 1400
Chicago, Illinois 60606-3840
Tel: 312-641-2400
VESTOR CAPITAL, LLC, formally registered with the SEC as VESTOR CAPITAL, LLC. The firm was established in 10/01/2012. They have over 3 offices throughout the country.
VESTOR CAPITAL, LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,766,155,776 assets under management, offering retirement planning & investment advisory services to 3134 clients. The firm is staffed with 25 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165855 |
| SEC# | 801-77335 |
| Assets Managed by Firm | $1,766,155,776 |
| No. of Clients | 3134 |
| No. of Advisors | 25 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3134 | $1,766,155,776 |
| Individuals (other than high net worth individuals) | 574 | $154,766,249 |
| High net worth individuals | 479 | $1,437,009,141 |
| Pension and profit sharing plans | 73 | $107,562,006 |
| Charitable organizations | 4 | $3,625,557 |
| Corporations or other businesses | 18 | $63,192,823 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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