Vestech Asset Management Inc.

Vestech Asset Management Inc. (CRD# 285685) is a financial advisory firm headquartered in Saint Louis, MO. They manage $62,326,829 in 214 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $291,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, IL, KS, MI, MO, NC, PA, TX

Financial Advisors at Vestech Asset Management Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Milton J. Beile Iii
CRD#: 4265262
11477 Olde Cabin Road, Suite 310, Saint Louis, MO 63141

Milton Beile Iii (CRD# 4265262) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Saint Louis, MO and has over 23 years of experience in the finance industry.

2
Mark H. Chao
CRD#: 5661676
11477 Olde Cabin Road, Suite 310, Saint Louis, MO 63141

Mark Chao (CRD# 5661676) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Saint Louis, MO and has over 14 years of experience in the finance industry.

3
Mohamed Eldawy
CRD#: 6489642
11477 Olde Cabin Road, Suite 310, Saint Louis, MO 63141

Mohamed Eldawy (CRD# 6489642) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Saint Louis, MO and has over 8 years of experience in the finance industry.

4
Erven J. Frericks
CRD#: 706056
11477 Olde Cabin Road, Suite 310, Saint Louis, MO 63141

Erven Frericks (CRD# 706056) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Saint Louis, MO and has over 44 years of experience in the finance industry.

5
Amir H. Golzar
CRD#: 6309565
11477 Olde Cabin Road, Suite 310, Saint Louis, MO 63141

Amir Golzar (CRD# 6309565) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Saint Louis, MO and has over 9 years of experience in the finance industry.

6
Robert J. Halldin
CRD#: 1458098
11477 Olde Cabin Road, Suite 310, Saint Louis, MO 63141

Robert Halldin (CRD# 1458098) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Saint Louis, MO and has over 38 years of experience in the finance industry.

7
Diane R. Haneklau
CRD#: 1103578
11477 Olde Cabin Road, Suite 310, Saint Louis, MO 63141

Diane Haneklau (CRD# 1103578) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Saint Louis, MO and has over 40 years of experience in the finance industry.

8
John C. Huang
CRD#: 2659909
11477 Olde Cabin Road, Suite 310, Saint Louis, MO 63141

John Huang (CRD# 2659909) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Saint Louis, MO and has over 28 years of experience in the finance industry.

9
Daniel B. Irving
CRD#: 4773478
Erie, PA

Daniel Irving (CRD# 4773478) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Erie, PA and has over 19 years of experience in the finance industry.

10
James D. Maendel
CRD#: 3267760
7 W Square Lake Rd, Bloomfield Hills, MI 48302

James Maendel (CRD# 3267760) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Bloomfield Hills, MI and has over 24 years of experience in the finance industry.

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