Vestgen Advisors, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 318657
- Registered since
- March 4, 2022
- Website
- vestgen.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING ADVISORS SOLUTIONS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.43%
- Individuals48.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vestgen Advisors, LLC is an independent registered investment adviser that serves individual and family clients. The firm is organized as an LLC and is SEC-registered (registered in 2022). Its service mix includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension-related advisory work. Vestgen bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and operates as a capital allocator, directing client capital to third-party managers where appropriate. The firm does not position itself as an ESG-focused investor.
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
- Public Funds/Mutual Funds64%
- Exchange Traded Equities23%
- Cash & Cash Equivalents6%
- Other4%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 516Active vs passive
$2.1B in ETFs
73%
$1.5B
15%
$563M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $133M | 355,634 | 6.31% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1 N Franklin St
- Time zone
- CT (UTC-6)
- Office locations
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