National Retirement Planning Experts

National Coverage
Local Professionals

VESTED FINANCE

110 Swift Avenue
Durham, North Carolina 27705
Tel: 310-895-3927

Need a Financial Advisor?
Compare Vetted Advisors

About VESTED FINANCE

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.

Firm Information

SEC Current StatusApproved
Firm CRD#299272
SEC#801-114441
Assets Managed by Firm$0
No. of Clients0
No. of Advisors58

Fee Structure

  • Fixed fees
  • Other (ASSET-BASED FEES)

Advisory Services Provided

  • Other (ONLINE INVESTMENT ADVISORY PLATFORM)

Firm Client Information

No. of ClientsAUM

More Retirement Planning firms in Durham, North Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPTRUST
4208 Six Forks Rd, Suite 1700
Raleigh, NC, 27609
$852,173,054,6171006031554
ALLSPRING GLOBAL INVESTMENTS, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$429,024,440,16794161015
BARINGS LLC
300 S. Tryon Street, Suite 2500
Charlotte, NC, 28202
$307,726,562,224343985
ALLSPRING FUNDS MANAGEMENT, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$300,798,686,5588078513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
11225 North Community House Rd
Charlotte, NC, 28277
$137,561,001,775668531

Explore More Retirement Advisors in Durham, North Carolina