Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > inverness > VESTGEN ADVISORS, LLC
VESTGEN ADVISORS, LLC
1605 West Colonial Parkway
Inverness, Illinois 60067
Tel: 312-237-4446
About VESTGEN ADVISORS, LLC
VESTGEN ADVISORS, LLC, formally registered with the SEC as VESTGEN ADVISORS, LLC. The firm was established in 03/04/2022. They have over 8 offices throughout the country.
VESTGEN ADVISORS, LLC is a Inverness, Illinois based Financial Planning firm with nearly $660,292,121 assets under management, offering retirement planning & investment advisory services to 3016 clients. The firm is staffed with 75 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318657 |
| SEC# | 801-123390 |
| Assets Managed by Firm | $660,292,121 |
| No. of Clients | 3016 |
| No. of Advisors | 75 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3016 | $660,292,121 |
| Individuals (other than high net worth individuals) | 889 | $204,162,642 |
| High net worth individuals | 458 | $452,364,000 |
| Pension and profit sharing plans | 2 | $985,852 |
| Charitable organizations | 1 | $2,624,668 |
| Corporations or other businesses | 2 | $154,959 |
More Retirement Planning firms in Inverness, Illinois:
| 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 |
Explore More Retirement Advisors in Inverness, Illinois