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VESTORY, LLC
VESTORY, LLC
BELLEVUE, Washington
·
2 registered advisors
·
CRD# 151858
SEC# 801-96174
0
800-386-3004
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 Planning
Investment Management
04
Advisors at VESTORY, LLC
2 registered advisors
Kim Maureen Miller
BELLEVUE, Washington
CRD# 4488984
William Higgins
BELLEVUE, Washington
CRD# 6158964
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
.