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Bradlee Marvin Quick

VESTIA ADVISORS, LLC·FORT WAYNE, Indiana
Unclaimed Profile
9121 ILLINOIS ROAD, FORT WAYNE, IN 46804CRD# 7160808Firm CRD# 290565
01

About

Bradlee Marvin Quick is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with VESTIA ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VESTIA ADVISORS, LLC
VESTIA PERSONAL WEALTH ADVISORS
AUM
$668M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at VESTIA ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7160808
Firm CRD# 290565
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bradlee Marvin Quick offer?
Bradlee Marvin Quick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Bradlee Marvin Quick's credentials?
Bradlee Marvin Quick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradlee Marvin Quick located?
Bradlee Marvin Quick is based in FORT WAYNE, Indiana, working with VESTIA ADVISORS, LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Bradlee Marvin Quick charge for services?
Bradlee Marvin Quick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VESTIA ADVISORS, LLC?
VESTIA ADVISORS, LLC has approximately 23 employees and manages $668M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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