VESTMENT FINANCIAL LLC
Legal name: MD FINANCIAL ADVISORS / VESTMENT FINANCIAL
CRD #168771 SEC #801-116812 CHANHASSEN, MN (888) 256-6855
SEC Registered
Total AUM
$243.2M
Discretionary
$243.2M
Employees
21
Clients
251
Accounts
2,758
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $243.2M | $243.2M | $0 | 21 | 40 |
| Oct 2025 | $243.2M | $243.2M | $0 | 21 | 40 |
| Sep 2025 | $243.2M | $243.2M | $0 | 21 | 40 |
| Jul 2025 | $243.2M | $243.2M | $0 | 21 | 40 |
| Jun 2025 | $243.2M | $243.2M | $0 | 21 | 40 |
| Mar 2025 | $243.2M | $243.2M | $0 | 21 | 40 |
| Feb 2025 | $213.4M | $213.4M | $0 | 9 | 99 |
| Aug 2024 | $213.4M | $213.4M | $0 | 9 | 99 |
| Mar 2024 | $213.4M | $213.4M | $0 | 9 | 99 |
| Dec 2023 | $163.7M | $163.7M | $0 | 9 | 99 |
| Mar 2023 | $163.7M | $163.7M | $0 | 9 | 99 |
| Dec 2022 | $152.4M | $152.4M | $0 | 10 | 121 |
| Aug 2022 | $152.4M | $152.4M | $0 | 10 | 121 |
| Mar 2022 | $152.4M | $152.4M | $0 | 10 | 121 |
| Dec 2021 | $121M | $121M | $0 | 10 | 108 |
| Jul 2021 | $121M | $121M | $0 | 10 | 108 |
| Mar 2021 | $121M | $121M | $0 | 10 | 108 |
| Jul 2020 | $73.2M | $73.2M | $0 | 9 | 56 |
| Jun 2020 | $73.2M | $73.2M | $0 | 9 | 56 |
| May 2020 | $73.2M | $73.2M | $0 | 9 | 56 |
| Jan 2020 | $55.6M | $55.6M | $0 | 9 | 21 |
| Jul 2019 | $55.6M | $55.6M | $0 | 9 | 21 |
| May 2019 | $55.6M | $55.6M | $0 | 9 | 21 |
| May 2019 | $55.6M | $55.6M | $0 | 9 | 21 |
DateOct 2025
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees21
Clients40
DateOct 2025
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees21
Clients40
DateSep 2025
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees21
Clients40
DateJul 2025
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees21
Clients40
DateJun 2025
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees21
Clients40
DateMar 2025
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees21
Clients40
DateFeb 2025
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees9
Clients99
DateAug 2024
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees9
Clients99
DateMar 2024
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees9
Clients99
DateDec 2023
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees9
Clients99
DateMar 2023
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees9
Clients99
DateDec 2022
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees10
Clients121
DateAug 2022
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees10
Clients121
DateMar 2022
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees10
Clients121
DateDec 2021
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees10
Clients108
DateJul 2021
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees10
Clients108
DateMar 2021
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees10
Clients108
DateJul 2020
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees9
Clients56
DateJun 2020
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees9
Clients56
DateMay 2020
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees9
Clients56
DateJan 2020
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees9
Clients21
DateJul 2019
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees9
Clients21
DateMay 2019
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees9
Clients21
DateMay 2019
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees9
Clients21