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VEST FINANCIAL LLC

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

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VEST FINANCIAL LLC

VEST FINANCIAL LLC is a Mclean, Virginia based financial advisory firm with nearly $24,381,015,458 in assets under management and provides investment advisory services for 94 clients. There are currently 27 financial advisors at the firm.

General Information

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)

Fee Structure:

A percentage of AUM

Firm CRD#:

165976

SEC#:

801-77463

No. of Clients:

94

Assets under Management

$24,381,015,458

No. of Advisors:

27

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