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Building 2VESTGEN INVESTMENT MANAGEMENT

Map pinEGG HARBOR TWP., NJ
Phone609-601-1200
NotebookSEC #801-60889
Total AUM
$786.6M
Employees
21
Clients
2,363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3393 BARGAINTOWN ROAD
EGG HARBOR TWP.
NJ 08234
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
609-601-1200

ReceiptFinancials

Total AUM
$786.6M
Accounts
2,352
Discretionary
$366.3M
Accounts
1,918
Non-Discretionary
$420.3M
Accounts
434

ContactClients

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Individual Clients
1,670
AUM
$171M
HNW Individual Clients
201
AUM
$121.6M
Investment Company Clients
1
AUM
$89.8M
Pension/Profit Sharing Plan Clients
31
AUM
$7.9M
Corporation or Business Clients
22
AUM
$9.7M
Other Clients
438
AUM
$386.7M
Description of Other Clients
SUB-ADVISORY

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTDEFLGAHIIAIDILINKYMAMDMEMIMNMONCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV

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

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