Vestgen Investment Management

$786.6MAssets under management
as of Apr 2026 · SEC Form ADV
Egg Harbor Twp., NJ
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Tech stack

No one at Vestgen Investment Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Vestgen Investment Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $427M held · filed Dec 2024
Portfolio Management