VESTO FINANCIAL, INC
Legal name: VESTO FINANCIAL
CRD #322205 SEC #801-126405 NEW YORK, NY 856-219-4026
SEC Registered
Total AUM
$25.7M
Discretionary
$25.7M
Employees
1
Clients
0
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $25.7M | $25.7M | $0 | 3 | 0 |
| Jan 2023 | $25.7M | $25.7M | $0 | 1 | 0 |
| Aug 2022 | $0 | $0 | $0 | 1 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2023
Total AUM$25.7M
Discretionary$25.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$25.7M
Discretionary$25.7M
Non-Disc.$0
Employees1
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0