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VEST FINANCIAL LLC
MCLEAN, VA
855-979-6060
SEC #801-77463Total AUM
$51.8B
Employees
52Clients
180Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8350 BROAD ST
SUITE 240
MCLEAN
VA 22102-5150
United States
SUITE 240
MCLEAN
VA 22102-5150
United States
Operating Hours
9 A.M. - 5 P.M. EASTERN
Monday - Friday
Monday - Friday
Phone
855-979-6060
Financials
Total AUM
$51.8B
Accounts
154Discretionary
$51.8B
Accounts
154Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
154AUM
$51.4B
Pooled Vehicle Clients
26AUM
$450.3M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO CONSULTANT AND SUB-SUPERVISORY SERVICES FOR UNIT INVESTMENT TRUSTS
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.