⚲
|
Vestment Financial LLC
✚
|
|
---|---|
CRD # | 168771 |
SEC # | 801-116812 |
CIK # | |
AUM | $213.4 MM (2024-08-20) |
Employees | 9 (44% Investors, 0% Brokers) |
Phone | 888-256-6855 |
Address | 7935 Stone Creek Drive, Suite 120 Chanhassen, MN 55317 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
---|
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 |