Vestax Securities Corporation is a large advisory firm based in Hudson. It manages $361.5 million of regulatory assets for 2,657 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.
Vestax Securities Corporation provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. 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 Vestax Securities Corporation is $361.5 million. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vestax Securities Corporation for their services and products based on a percentage of assets under management, fixed fees, and commissions. 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.
The principal office where Vestax Securities Corporation performs its advisory services is located at 1931 Georgetown Rd, Hudson, OH 44236 The mailing address of the firm is 1290 Broadway, Denver, CO 80203. An additional office of the firm is in Norwood, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330 650-1660 or by fax 330-650-2254. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.