Erik Gutierrez

Vestgen Advisors, LLC

3 Years of Experience

1 Disclosure

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

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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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 Registrations1 state

Advisor

Exams

No exam information available for this advisor.