Adviser Profile

As of Date 06/30/2020
Registration status Registration Changed to VESTED INVESTMENT MANAGEMENT, LLC
ADV Location BOSTON, MA, United States
AUM* 0
of that, discretionary
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Financial planning services
- Security ratings or pricing services

Compensation Arrangments

- Subscription fees (for a newsletter or periodical)

Reported AUM

1 1 1 1
2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees