VEST FINANCIAL LLC

8350 Broad St
Suite 240
Mclean, Virginia 22102-5150
Tel: 855-979-6060

About VEST FINANCIAL LLC

VEST FINANCIAL LLC, formally registered with the SEC as VEST FINANCIAL LLC. The firm was established in 01/03/2013. They have over 1 offices throughout the country.

VEST FINANCIAL LLC is a Mclean, Virginia based Financial Planning firm with nearly $24,381,015,458 assets under management, offering retirement planning & investment advisory services to 94 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165976
SEC#	801-77463
Assets Managed by Firm	$24,381,015,458
No. of Clients	94
No. of Advisors	27

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Other (PORTFOLIO CONSULTANT AND SUB-SUPERVISORY SERVICES FOR UNIT INVESTMENT TRUSTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	94	$24,381,015,458

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