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VESTGEN ADVISORS, LLC
CHICAGO, IL
312-237-4446
SEC #801-123390Total AUM
$6.7B
Employees
165Clients
22,798Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 NORTH FRANKLIN
SUITE 1850
CHICAGO
IL 60606
United States
SUITE 1850
CHICAGO
IL 60606
United States
Operating Hours
8:00 AM - 5:00 PM CST
Monday - Friday
Monday - Friday
Phone
312-237-4446
Other Offices
16
Financials
Total AUM
$6.7B
Accounts
22,790Discretionary
$5.7B
Accounts
19,371Non-Discretionary
$999.8M
Accounts
3,419
Clients
Individual Clients
21,477AUM
$3.2B
HNW Individual Clients
1,313AUM
$3.4B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCDEFLGAIAILINKSKYMAMIMNMONCNHNJNMNVNYOHOKORPASCTNTXVAWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.