VESTED FINANCE

Tel: 310-895-3927

110 Swift Avenue
Durham, North Carolina 27705

General Information

Firm CRD#:		299272
SEC#:		801-114441
No. of Advisors:		58
Advisory Services Provided:		Other (ONLINE INVESTMENT ADVISORY PLATFORM)
Fee Structure:		Fixed fees, Other (ASSET-BASED FEES)

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HORIZON INVESTMENTS LLC	109552	801-57316	3367	74	$4,466,593,018
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SMITH SALLEY WEALTH MANAGEMENT	129614	801-62538	2327	19	$3,061,316,134
FRANKLIN STREET ADVISORS INC.	106275	801-39635	1563	39	$3,465,042,044
BRAGG FINANCIAL ADVISORS INC	108780	801-56890	1552	33	$3,904,367,607
BILTMORE FAMILY OFFICE, LLC	167174	801-78011	981	20	$2,892,462,654
VERATIS ADVISORS, INC.	117892	801-60849	394	7	$4,429,232,164
BELL PARTNERS	329611	801-129580	27	65	$5,720,740,650
MAN GLOBAL PRIVATE MARKETS (USA) INC.	284066	801-108173	13	26	$2,692,439,467
STEELE CREEK INVESTMENT MANAGEMENT LLC	170209	801-79139	11	14	$3,167,928,683
STEPSTONE PRIVATE WEALTH	305881	801-117639	9	62	$3,373,097,692
QHP CAPITAL, L.P.	311710	801-120523	9	22	$2,727,552,000
ASANA PARTNERS, LP	284477	801-108166	6	117	$7,143,965,742
PAMLICO CAPITAL	157532	801-74226	5	40	$3,408,698,351
FALFURRIAS MANAGEMENT PARTNERS LP	163076	801-100500	5	40	$3,216,939,145

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