Vesta Financialcare

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
1735 Market Street, Suite A-419, Philadelphia, PA 19103
http://www.i-vesta.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $456,038
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
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.

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 15 years of experience in the finance industry.

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