Vestis Advisors, LLC

Vestis Advisors, LLC (CRD# 152579) is a financial advisory firm headquartered in Houston, TX. They manage $8,560,000 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11111 Katy Freeway, Suite 910, Houston, TX 77079
http://vestisadvisors.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $219,487
Compensation Options
  • A percentage of assets under your management
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.

TX

Financial Advisors at Vestis Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Ivy, financial advisor Houston TX
Jeffrey W. Ivy
CRD#: 4924749
11111 Katy Freeway, Suite 910, Houston, TX 77079

Jeffrey Ivy (CRD# 4924749) is an Investment Advisor Representative working at Vestis Advisors, LLC in Houston, TX and has over 18 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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