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
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)
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