Vestory, LLC is a large advisory firm based in Bellevue. It manages $381.24 million of regulatory assets for 1,878 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Florida, and 6 other states.
Vestory provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vestory, LLC is $381.24 million. The firm's AUM has grown by 12804% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vestory, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Vestory is individuals with 555 clients and $209.52 million of assets under management. Among the 9 most similar advisory firms, Vestory has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $381.24 million for 650 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Vestory doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Vestory, LLC performs its advisory services is located at 2821 Northup Way, Bellevue, WA 98004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-386-3004 or by fax 425-669-9952. The normal business hours are 7:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at vestory.com.