Vestory LLC

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Assets, Funds, Holdings

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CAFR Data
Vestory LLC
CRD #151858
SEC #801-96174
CIK #
AUM $455.8 MM (95% Disc, 100% US, 2020-03-04)
Employees14 (57% Investors, 0% Brokers)
Phone800-386-3004
Address2821 Northup Way
Bellevue, WA 98004
Source [IAPD] [Website]
Total AUM ($MM)
4603682761849202009201320172021
Comparable Firms State AUM ($BB)
JP King Advisors Inc
CA 0.5
Family Financial Strategies Inc
MN 0.5
Asset One LLC
CO 0.5
Excalibur Management Corp
MA 0.5
Princeton Global Asset Management LLC
NJ 0.5
Richard Young Associates Ltd
GA 0.5
High Falls Advisors Inc
NY 0.5
Private Wealth Strategies LLC
OH 0.5
Actium LLC
MI 0.5
Compass Asset Management LLC
CT 0.4
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