Vest Assured, Inc.
RIAState Registered
Total AUM
$7.8M
Discretionary
$7.8M
100% of AUM
Avg account
$3.9M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 137390
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vest Assured, Inc. operates as a corporation focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured to charge clients a percentage of assets under management. It does not classify itself as a capital allocator and is not involved in pension consulting or multi-state advisory services. The firm does not actively engage in ESG investing, which indicates a specific investment philosophy that may appeal to certain client bases.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds22%
- Other17%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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