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Home > Retirement Planners > wisconsin > hobart > VESTURA, LLC
VESTURA, LLC
1200 Centennial Centre Blvd
Suite 100
Hobart, Wisconsin 54155
Tel: 920-430-3775
About VESTURA, LLC
VESTURA, LLC, formally registered with the SEC as VESTURA, LLC. The firm was established in 10/27/2014. They have over 2 offices throughout the country.
VESTURA, LLC is a Hobart, Wisconsin based Financial Planning firm with nearly $299,000,400 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142926 |
| SEC# | 801-80496 |
| Assets Managed by Firm | $299,000,400 |
| No. of Clients | 292 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $299,000,400 |
| Individuals (other than high net worth individuals) | 8 | $2,458,300 |
| High net worth individuals | 59 | $294,740,200 |
| Charitable organizations | 3 | $1,613,500 |
| Corporations or other businesses | 1 | $188,400 |
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