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VESTA FINANCIALCARE
MIT MANAGEMENT GROUP, INC.
CRD 141804
1735 MARKET STREET, SUITE A-419, PHILADELPHIA, PA, 19103-7588, United States
Phone
215-291-0909
Fax
215-893-5342
Registration
— (—)
Source
State registered
Total AUM
$34.2M
Discretionary AUM
$31.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $7.5M |
| High net worth individuals | 18 | $26.7M |
| Charitable organizations | 1 | $22 |
All web addresses on file
Official SEC filing: View on IAPD