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).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Vested Partners: A Multi-family Office
Showing 1 - 1 of 1 top financial advisors.
1
David W. Ellis
CRD#: 4155797
300 E. 2nd Street, Salem, VA 24153

David Ellis (CRD# 4155797) is an Investment Advisor Representative working at Vested Partners: A Multi-family Office in Salem, VA and has over 23 years of experience in the finance industry.

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