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Financial Advisor
Virginia
Mclean
VEST FINANCIAL LLC

VEST FINANCIAL LLC

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

About 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
Firm CRD#:

165976

Firm SEC#:

801-77463

Assets Under Management:

$24,381,015,458

No. of Clients:

94

No. of Advisors:

27

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

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