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| Happy Holidays!! thanks for using AUM13F!! |
| Vestgen Advisors LLC
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| CRD # | 318657 |
| SEC # | 801-123390 |
| CIK # | 0002050130 |
| AUM | $3.5 B (2025-07-17) |
| Employees | 115 (26% Investors, 24% Brokers) |
| Phone | 312-237-4446 |
| Address | 1605 West Colonial Parkway Inverness, IL 60067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002050130 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Gaming & Leisure Properties Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,902 | 2.1 |
| (b) Individuals (high net worth individuals) | 3,551 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,800 | 3.5 |
| By Discretionary | ||
| Discretionary | 9,750 | 3.5 |
| Non-Discretionary | 50 | 0.0 |
| Total | 9,800 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 9,800 | 3.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002050130] |
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|---|---|---|
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Atalanta Sosnoff Management LLC
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CFM Advisors Inc
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Texas Capital Bank Wealth Management Services Inc
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TX | 3.5 |
|
BPS Capital Management Inc
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MN | 3.5 |
|
Miller Howard Investments Inc
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NY | 3.5 |
|
Thoroughbred Financial Services LLC
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TN | 3.4 |