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Vestgen Investment Management, LLC

● SEC registered since 2002CRD 118851SEC# 801-60889Egg Harbor Twp., NJ
Export (members)
Reg. AUM
$705.3M
Employees
21
Accounts
2,705
Location
Egg Harbor Twp., NJ

Vestgen Investment Management, LLC assets under management

Vestgen Investment Management, LLC is a registered investment adviser overseen by the SEC based in Egg Harbor Twp., NJ. The firm has been registered since 2002. It reports $705.3 million in regulatory assets under management and employs 21 people.

Vestgen Investment Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Donald Williams ControlOperations DirectorUnder 5%2018
Ferian Nickelson ControlChief Operating OfficerUnder 5%2025
John Joseph Hanlon ControlCo-Chief Investment OfficerUnder 5%2000
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Frequently asked questions

How much does Vestgen Investment Management, LLC manage?

Vestgen Investment Management, LLC reports $705.3 million in regulatory assets under management on its Form ADV.

How many employees does Vestgen Investment Management, LLC have?

Vestgen Investment Management, LLC reports 21 employees.

Where is Vestgen Investment Management, LLC located?

Vestgen Investment Management, LLC is based in Egg Harbor Twp., NJ and has been SEC-registered since 2002.

Does Vestgen Investment Management, LLC disclose fund performance?

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

Contact & registration

Address3393 Bargaintown Road, Egg Harbor Twp., NJ 08234
Phone609-601-1200
Fax609-601-7171
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$328.1M
Non-discretionary$377.2M
Total (RAUM)$705.3M