Vestor Capital Securities, LLC is a large advisory firm based in Chicago. It manages $392.41 million of regulatory assets for 833 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Colorado, Connecticut, and 20 other states.
Vestor Capital Securities provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vestor Capital Securities, LLC is $392.41 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vestor Capital Securities, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brian Christian Baker has been acting as President since 1 Dec 1984. Inc. Vestor Capital Holding Company joined the executive team most recently as the Parent.
The principal office where Vestor Capital Securities, LLC performs its advisory services is located at 10 S. Riverside Plaza, Chicago, IL 60606 3840, which is also the mailing address of the firm. An additional office of the firm is in Lake Forest, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-641-2400 or by fax 312-641-3646. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.vestorcapital.com.