Vesta Financialcare (CRD# 141804) is a financial advisory firm headquartered in Philadelphia, PA. They manage $30,098,508 in 66 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management30MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$456,038
- 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 Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
Financial Advisors at Vesta Financialcare
Winfield Akeley (CRD# 5302011) is an Investment Advisor Representative working at Vesta Financialcare in Philadelphia, PA and has over 15 years of experience in the finance industry.
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