Vest Financial LLC is an investment adviser to an investment company based in Mclean. It manages $3.29 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Connecticut, and Virginia.
Vest Financial provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vest Financial LLC is $3.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 Vest Financial LLC for their services and products based on a percentage of assets under management, subscription fees, 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.
Jeffery Yi Bing Chang has been acting as President since 1 Oct 2012. Kyle Roger Bubeck joined the executive team most recently as the Chief Compliance Officer.
The principal office where Vest Financial LLC performs its advisory services is located at 8300 Greensboro Drive, Mclean, VA 22102, which is also the mailing address of the firm. An additional office of the firm is in Avon, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 855-979-6060 or by fax 703-918-4929. The normal business hours are 9:30 a.m. - 4 p.m. eastern on Monday - Friday. You can find more information about the New York firm at convexcel.com.