VESTIA PERSONAL WEALTH ADVISORS - Financial Advisor in Indiana, Fort Wayne

Tel: 877-669-1126 9121 Illinois Road Suite 51 Fort Wayne, Indiana 46804

About 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

Firm CRD#:

290565

Firm SEC#:

801-112175

Assets Under Management:

$668,440,248

No. of Clients:

3325

No. of Advisors:

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

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