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Building 2VESTO ADVISORS, LLC

Map pinNEW YORK, NY
Phone856-219-4026
NotebookSEC #801-127539
Total AUM
$65.4M
Employees
3
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 HUDSON ST.
7TH FLOOR
NEW YORK
NY 10013
United States
Operating Hours
9:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
856-219-4026

ReceiptFinancials

Total AUM
$65.4M
Accounts
123
Discretionary
$65.4M
Accounts
123
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$2.5M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
114
AUM
$61.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
WRAP FEE PROGRAM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADENYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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