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VEST ASSURED, INC.
516-678-1927
SEC #801-64911Total AUM
$45.2M
Employees
1Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
516-678-1927
Financials
Total AUM
$45.2M
Accounts
73Discretionary
$45.2M
Accounts
73Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.