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Building 2VESTURA, LLC

Map pinHOBART, WI
Phone920-430-3775
NotebookSEC #801-80496
Total AUM
$336.7M
Employees
4
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 CENTENNIAL CENTRE BLVD
SUITE 100
HOBART
WI 54155
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
920-430-3775
Other Offices
1

ReceiptFinancials

Total AUM
$336.7M
Accounts
312
Discretionary
$336.7M
Accounts
312
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$3.2M
HNW Individual Clients
61
AUM
$331.7M
Charitable Organization Clients
3
AUM
$1.6M
Corporation or Business Clients
1
AUM
$205.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILWI

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

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