Investment adviser · CRD 287508

VEST

Investment adviser filing (IA)

VEST TECHNOLOGIES, INC.

· Form ADV filed Apr 2, 2017

Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 2, 2017. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Subscription

Principal office

CRD 287508

Filing source

Form ADV 1104118 · Apr 2, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.