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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-23-2019
- Office Locations
- 1
Office Locations
About Vertex Financial Advisors LLC
Vertex Financial Advisors is a retail RIA led by founder Gregory Davis, focused on goal-based financial planning and ongoing guidance for individuals and business owners/entrepreneurs. The firm pairs education and high-touch communication with portfolio construction and asset management, including tax, estate, retirement and insurance planning. Portfolios are predominantly ETF-based and supported by MoneyGuidePro planning tools; custody includes Schwab.
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Owner & Executives
GREGORY DAVIS
Chief Compliance Officer, President
- CRD
- #3045160
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,972 | -- |
| Non-Discretionary | $22,103,575 | -- |
| Total | $22,245,547 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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