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VESTED FINANCE
VESTED FINANCE INC.
CRD 299272 · SEC 801-114441
110 SWIFT AVENUE, DURHAM, NC, 27705, United States
Phone
310-895-3927
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
60 total employees; 8 advisory reps; 11560 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Selection of other advisersONLINE INVESTMENT ADVISORY PLATFORM
States served
CA, NJ, NC, TX
All web addresses on file
Official SEC filing: View on IAPD