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EG
EG
Erik Gutierrez
Vestgen Advisors, LLC
3 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Vestgen Advisors, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
52 advisors
Number of Clients
9,453 clients
Average Client Portfolio
$367K average
Assets Under Management
$3.5B
Fee Structure
Minimum Investment:
None
Financial Planning:
Investment management only
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Location
1605 West Colonial Parkway, Inverness, IL, 60067
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History
Regulatory History (1)
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Judgment / Lien
December 2024
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How to Read Disclosures
Employment History
Current Registrations
Vestgen Advisors, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Lake Street
June 2022 - September 2024 · 2 yrs 3 mos
State Registrations
1 state
IL
Advisor
Exams
No exam information available for this advisor.