VEST ASSURED, INC.

VEST ASSURED, INC. of ROCKVILLE CENTRE, NY is an SEC-registered investment adviser (CRD 137390). Regulatory assets under management: $7.8M.

Registration

• CRD: 137390
• SEC file number: 801-64911
• Type: Registered investment adviser
• Location: 119 NORTH PARK AVENUE, SUITE 302, ROCKVILLE CENTRE, NY, 11570
• Phone: 516-509-0524
• Latest filing: 2025-04-30
• Regulatory AUM: $7.8M
• Discretionary AUM: $7.8M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137390 on SEC IAPD (source of record)
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