Investment adviser · CRD 322205
VESTO FINANCIAL, INC.
Investment adviser filing (IA)
VESTO FINANCIAL, INC
NEW YORK, NY, United States · Form ADV filed Feb 6, 2023
- Regulatory AUM
- $25.7M Form ADV · Item 5.F
- Client accounts
- 11 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
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 | 11 | $25,657,908 | 100.0% |
Filing source
Form ADV 1701148 · Feb 6, 2023 · 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: Feb 6, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Fixed
Principal office
450 PARK AVENUE SOUTH, SUITE 10-104NEW YORK, NY, 10016, United States
CRD 322205
Filing source
Form ADV 1701148 · Feb 6, 2023 · 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.