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Vest Assured, Inc. (Jupiter)


Vest Assured, Inc. is an adviser based in Jupiter. It manages $45.22 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida and New York.

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Vest Assured provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vest Assured: assets under management

The assets under management (AUM) of Vest Assured, Inc. is $45.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $619.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vest Assured, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Jupiter

The principal office where Vest Assured, Inc. performs its advisory services is located at 1163 N. Jeaga Drive, Jupiter, FL 33458 The mailing address of the firm is 53 North Park Avenue, Rockville Centre, NY 11570. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-678-1927 or by fax 516-678-1628. The normal business hours are 9:00 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.vestassured.com.


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