Vestax Securities Corporation (Hudson)


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.

Vestax Securities Corporation: assets under management

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.


Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
N.V. ("Verzekeringen") Ing Verzekeringen Sole shareholder 1 Dec 1963 75% - 100%
Ing Insurance International B.V. ("Ing Int'l") Sole shareholder 1 Apr 1977 75% - 100%
N.V. Ing Groep Sole shareholder 1 Mar 1991 75% - 100%
Inc. ("Ing Us") Ing America Insurance Holdings Sole shareholder 1 Dec 1999 75% - 100% 02-033654
Inc. Ing Advisors Network Sole shareholder 1 Dec 1999 75% - 100% 52-2215129

Based in Hudson

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.