Vestment Financial LLC

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Assets, Funds, Holdings

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Vestment Financial LLC
CRD #168771
SEC #801-116812
CIK #
AUM $213.4 MM (2024-08-20)
Employees 9 (44% Investors, 0% Brokers)
Phone888-256-6855
Address7935 Stone Creek Drive, Suite 120
Chanhassen, MN 55317
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 316 60.1
(b) Individuals (high net worth individuals) 122 153.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,334 213.4
By Discretionary
Discretionary 2,334 213.4
Non-Discretionary 0 0.0
Total 2,334 213.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 213.4
Total 2,334 213.4
Comparable Firms State AUM ($BB)
Austin Money Management Corporation
TX 0.2
Capital Ideas Inc
TX 0.2
Axiom Investment Management LLC
NY 0.2
AFG Fiduciary Services Limited Partnership
MA 0.2
Dunbar Associates LLC
CT 0.2
IAMS Wealth Management LLC
NE 0.2
Croak Asset Management LLC
OH 0.2
Pelkonen and Associates LLC
NY 0.2
Shore Point Advisors LLC
NJ 0.2
Snowcap Capital Management LLC
TX 0.2
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