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Vestgen Advisors, LLC

● SEC registered since 2022CRD 318657SEC# 801-123390Inverness, IL
Export (members)
Reg. AUM
$3.47B
Employees
115
Accounts
9,800
Location
Inverness, IL

Vestgen Advisors, LLC assets under management

Vestgen Advisors, LLC is an investment advisory firm registered with the SEC based in Inverness, IL. The firm has been registered since 2022. It reports $3.5 billion in regulatory assets under management and employs 115 people.

Vestgen Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Cathleen SayersDirector, OperationsUnder 5%2024
Donald WilliamsDirector, OperationsUnder 5%2024
Ferian Nickelson ControlChief Operating OfficerUnder 5%2024
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Frequently asked questions

How much does Vestgen Advisors, LLC manage?

Vestgen Advisors, LLC reports $3.5 billion in regulatory assets under management on its Form ADV.

How many employees does Vestgen Advisors, LLC have?

Vestgen Advisors, LLC reports 115 employees.

Where is Vestgen Advisors, LLC located?

Vestgen Advisors, LLC is based in Inverness, IL and has been SEC-registered since 2022.

Does Vestgen Advisors, LLC disclose fund performance?

Vestgen Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1605 West Colonial Parkway, Suite 1850, Inverness, IL 60067
Phone312-237-4446
Office hours8:00 a.m. - 5:00 p.m. Cst
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3.47B
Non-discretionary$35K
Total (RAUM)$3.47B