Vestgen Investment Management
Egg Harbor Twp., NJ·SEC-registered · CRD #118851
Vestgen Investment Management is an SEC-registered investment advisory firm in Egg Harbor Twp., NJ managing $787M across 2.8k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$787M
Client accounts
2.8k
Advisory staff
16
Fee model
Fee-only
How Vestgen Investment Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Vestgen Investment Management
How much does Vestgen Investment Management manage?
Per its most recent SEC Form ADV filing (04/14/2026), Vestgen Investment Management reports $787M in regulatory assets under management across roughly 2.8k client accounts.
How does Vestgen Investment Management charge?
Vestgen Investment Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Vestgen Investment Management a fiduciary?
Yes. Vestgen Investment Management is registered with the U.S. Securities and Exchange Commission (CRD #118851), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Vestgen Investment Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Vestgen Investment Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Egg Harbor Twp., NJ
Profile compiled from Vestgen Investment Management's public SEC Form ADV filing (CRD #118851, filed 04/14/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Vestgen Investment Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Vestgen Investment Management? Claim this profile.