VESTORY, LLC

BELLEVUE, Washington·2 registered advisors·CRD# 151858
SEC# 801-961740800-386-3004
01

Firm Overview

AUM
$456M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VESTORY, LLC

2 registered advisors
Kim Maureen Miller
BELLEVUE, Washington
William Higgins
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
2 advisors

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Data sourced from SEC Form ADV filings. VESTORY, LLC (CRD# 151858) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.