Vesta Financialcare

Vesta Financialcare (CRD# 141804) is a financial advisory firm headquartered in Philadelphia, PA. They manage $32,637,225 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1735 Market Street, Suite A-419, Philadelphia, PA 19103
http://www.i-vesta.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $494,503
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Vesta Financialcare
Showing 1 - 1 of 1 top financial advisors.
1
Winfield Akeley, financial advisor Philadelphia PA
Winfield E. Akeley
CRD#: 5302011
1735 Market Street, Suite A-419, Philadelphia, PA 19103

Winfield Akeley (CRD# 5302011) is an Investment Advisor Representative working at Vesta Financialcare in Philadelphia, PA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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