Investment adviser · CRD 291091
VESTHQ
Investment adviser filing (IA)
VESTHQ, LLC
CHICAGO, IL, United States · Form ADV filed Mar 16, 2020
- Employees
- 2 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1392614 · Mar 16, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 16, 2020. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Fixed
Principal office
2ND FLOOR, 1452 E 53RD STREETCHICAGO, IL, 60615, United States
CRD 291091
Filing source
Form ADV 1392614 · Mar 16, 2020 · 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.