VESTORY, LLC
CRD #151858 SEC #801-96174 BELLEVUE, WA 800-386-3004
SEC Registered
Total AUM
$455.8M
Discretionary
$433.4M
Employees
14
Clients
251
Accounts
2,196
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2020 | $455.8M | $433.4M | $22.4M | 15 | 0 |
| Jun 2020 | $455.8M | $433.4M | $22.4M | 14 | 0 |
| Jun 2020 | $455.8M | $433.4M | $22.4M | 14 | 0 |
| May 2020 | $455.8M | $433.4M | $22.4M | 14 | 0 |
| Apr 2020 | $455.8M | $433.4M | $22.4M | 14 | 0 |
| Mar 2020 | $455.8M | $433.4M | $22.4M | 14 | 0 |
| Nov 2019 | $381.2M | $360.2M | $21M | 13 | 0 |
| Jul 2019 | $381.2M | $360.2M | $21M | 14 | 0 |
| Jun 2019 | $381.2M | $360.2M | $21M | 16 | 0 |
| May 2019 | $381.2M | $360.2M | $21M | 15 | 0 |
| Mar 2019 | $381.2M | $360.2M | $21M | 16 | 0 |
| Feb 2019 | $381.2M | $360.2M | $21M | 16 | 0 |
| Jan 2019 | $381.2M | $360.2M | $21M | 16 | 0 |
| Jan 2019 | $415.4M | $395.1M | $20.3M | 16 | 0 |
| Dec 2018 | $415.4M | $395.1M | $20.3M | 17 | 0 |
| Nov 2018 | $415.4M | $395.1M | $20.3M | 18 | 0 |
| Oct 2018 | $415.4M | $395.1M | $20.3M | 18 | 0 |
| Sep 2018 | $415.4M | $395.1M | $20.3M | 19 | 0 |
| Aug 2018 | $415.4M | $395.1M | $20.3M | 20 | 0 |
| Jul 2018 | $415.4M | $395.1M | $20.3M | 19 | 0 |
| Mar 2018 | $415.4M | $395.1M | $20.3M | 19 | 0 |
| Aug 2017 | $308.7M | $308.7M | $0 | 14 | 900 |
| Mar 2017 | $308.7M | $308.7M | $0 | 14 | 900 |
| Mar 2016 | $220.1M | $220.1M | $0 | 12 | 300 |
| Feb 2016 | $220.1M | $220.1M | $0 | 12 | 300 |
| Oct 2015 | $172.5M | $172.5M | $0 | 9 | 274 |
| Aug 2015 | $172.5M | $172.5M | $0 | 9 | 274 |
| Apr 2015 | $172.5M | $172.5M | $0 | 9 | 274 |
| Apr 2015 | $172.5M | $172.5M | $0 | 9 | 274 |
| Jan 2011 | $3M | $3M | $0 | 5 | -- |
| Apr 2010 | $3M | $3M | $0 | 5 | -- |
| Apr 2010 | $3M | $3M | $0 | 5 | -- |
| Mar 2010 | $3M | $3M | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateNov 2020
Total AUM$455.8M
Discretionary$433.4M
Non-Disc.$22.4M
Employees15
Clients0
DateJun 2020
Total AUM$455.8M
Discretionary$433.4M
Non-Disc.$22.4M
Employees14
Clients0
DateJun 2020
Total AUM$455.8M
Discretionary$433.4M
Non-Disc.$22.4M
Employees14
Clients0
DateMay 2020
Total AUM$455.8M
Discretionary$433.4M
Non-Disc.$22.4M
Employees14
Clients0
DateApr 2020
Total AUM$455.8M
Discretionary$433.4M
Non-Disc.$22.4M
Employees14
Clients0
DateMar 2020
Total AUM$455.8M
Discretionary$433.4M
Non-Disc.$22.4M
Employees14
Clients0
DateNov 2019
Total AUM$381.2M
Discretionary$360.2M
Non-Disc.$21M
Employees13
Clients0
DateJul 2019
Total AUM$381.2M
Discretionary$360.2M
Non-Disc.$21M
Employees14
Clients0
DateJun 2019
Total AUM$381.2M
Discretionary$360.2M
Non-Disc.$21M
Employees16
Clients0
DateMay 2019
Total AUM$381.2M
Discretionary$360.2M
Non-Disc.$21M
Employees15
Clients0
DateMar 2019
Total AUM$381.2M
Discretionary$360.2M
Non-Disc.$21M
Employees16
Clients0
DateFeb 2019
Total AUM$381.2M
Discretionary$360.2M
Non-Disc.$21M
Employees16
Clients0
DateJan 2019
Total AUM$381.2M
Discretionary$360.2M
Non-Disc.$21M
Employees16
Clients0
DateJan 2019
Total AUM$415.4M
Discretionary$395.1M
Non-Disc.$20.3M
Employees16
Clients0
DateDec 2018
Total AUM$415.4M
Discretionary$395.1M
Non-Disc.$20.3M
Employees17
Clients0
DateNov 2018
Total AUM$415.4M
Discretionary$395.1M
Non-Disc.$20.3M
Employees18
Clients0
DateOct 2018
Total AUM$415.4M
Discretionary$395.1M
Non-Disc.$20.3M
Employees18
Clients0
DateSep 2018
Total AUM$415.4M
Discretionary$395.1M
Non-Disc.$20.3M
Employees19
Clients0
DateAug 2018
Total AUM$415.4M
Discretionary$395.1M
Non-Disc.$20.3M
Employees20
Clients0
DateJul 2018
Total AUM$415.4M
Discretionary$395.1M
Non-Disc.$20.3M
Employees19
Clients0
DateMar 2018
Total AUM$415.4M
Discretionary$395.1M
Non-Disc.$20.3M
Employees19
Clients0
DateAug 2017
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees14
Clients900
DateMar 2017
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees14
Clients900
DateMar 2016
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees12
Clients300
DateFeb 2016
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees12
Clients300
DateOct 2015
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees9
Clients274
DateAug 2015
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees9
Clients274
DateApr 2015
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees9
Clients274
DateApr 2015
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees9
Clients274
DateJan 2011
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--