8350 Broad St
Suite 240
Mclean, Virginia 22102-5150
Tel: 855-979-6060
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 94 | $24,381,015,458 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$20,812,400,000 | 4775 | 68 | |
$20,033,497,535 | 22 | 30 |
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