110 Swift Avenue
Durham, North Carolina 27705
Tel: 310-895-3927
VESTED FINANCE, formally registered with the SEC as VESTED FINANCE. The firm was established in 12/13/2018. They have over 2 offices throughout the country.
VESTED FINANCE is a Durham, North Carolina based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 58 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 299272 |
SEC# | 801-114441 |
Assets Managed by Firm | $0 |
No. of Clients | 0 |
No. of Advisors | 58 |
No. of Clients | AUM |
---|
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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