VESTGEN INVESTMENT MANAGEMENT
Firm details
- Headquarters
- EGG HARBOR TWP, New Jersey
- CRD number
- 118851
- Registered since
- February 11, 2002
- Website
- vestgen.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Other49.16%
- Individuals21.74%
- HNWI15.45%
- Investment Companies11.42%
- Corporations / Businesses1.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vestgen Investment Management is an independent, SEC-registered RIA that has operated since 2002. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services span financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Vestgen also conducts broker-dealer registered representative activities and operates as an insurance broker, charging clients primarily on a percentage-of-AUM basis and occasionally on an hourly fee schedule. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents10%
- Exchange Traded Equities9%
Owners & executives
2 of 2Ferian Nickelson
Chief Operating OfficerCRD 4816966
TIMOTHY WOODS
Chief Legal & Compliance OfficerCRD 4428777
Contacts
3 of 4JOHN HANLON
Founder and Wealth AdvisorCRD 1092690
KEVIN LOOSER
Wealth AdvisorCRD 1973866
JOSHUA GERRY
Financial Advisor and Registered RepresentativeCRD 2391253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 133Active vs passive
$121M in ETFs
77%
$93M
19%
$27.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $9.5M | 94,420 | 7.88% |
Location
EGG HARBOR TWP, NJ
ATLANTIC
Location
EGG HARBOR TWP, NJ
Headquartered in EGG HARBOR TWP, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- ATLANTIC
- Address
- 3393 Bargaintown Rd
- Time zone
- ET (UTC-5)
- Office locations
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