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VESTGEN INVESTMENT MANAGEMENT
VESTGEN INVESTMENT MANAGEMENT, LLC
CRD 118851 · SEC 801-60889
3393 BARGAINTOWN ROAD, EGG HARBOR TWP., NJ, 08234, United States
Phone
609-601-1200
Fax
609-601-7171
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$786.6M
Discretionary AUM
$366.3M
Team
21 total employees; 16 advisory reps; 2352 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1670 | $171.0M |
| High net worth individuals | 201 | $121.6M |
| Investment companies | 1 | $89.8M |
| Pension/profit sharing plans | 31 | $7.9M |
| Corporations/business entities | 22 | $9.7M |
States served
VT, AL, AK, AZ, CA, CO, DE, GA, ID, IL, IN, IA, KY, ME, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD