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 |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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