Vested Partners: A Multi-family Office
Vested Partners: A Multi-family Office (CRD# 281862) is a financial advisory firm headquartered in Salem, VA. They manage $61,730,932 in 246 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Vested Partners: A Multi-family Office
By the Numbers
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Total Assets Under Management62MILLION
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Total Number of Accounts246ACCOUNTS
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Average Account Value$250,939
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Vested Partners: A Multi-family Office
1
David Ellis (CRD# 4155797) is an Investment Advisor Representative working at Vested Partners: A Multi-family Office in Salem, VA and has over 24 years of experience in the finance industry.
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