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VESTIA PERSONAL WEALTH ADVISORS
Tel: 877-669-1126
9121 Illinois Road Suite 51
Fort Wayne, Indiana 46804
VESTIA PERSONAL WEALTH ADVISORS
VESTIA PERSONAL WEALTH ADVISORS is a Fort Wayne, Indiana based financial advisory firm with nearly $668,440,248 in assets under management and provides investment advisory services for 3325 clients. There are currently 23 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
290565
SEC#:
801-112175
No. of Clients:
3325
Assets under Management
$668,440,248
No. of Advisors:
23
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