Assets Under Management
$10.0B
Number of Clients
32,047
Number of Advisors
6
Average Client AUM
$313K
AUM per Advisor
$1.7B
Compensation
Fee-Only (AUM)
Vestmark Advisory Solutions (VAS) offers sub-advisory services and technology tools to financial advisors, enabling them to manage client accounts. VAS contracts with third-party asset managers and provides access to their investment strategies. Services include Manager Model Delivery, Separate Account Management, and Overlay Management. VAS does not offer services directly to individual clients unless a dual-contract agreement is in place.
100 Quannapowitt Pkwy, Suite 205, Wakefield, MA, 01880