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- Custodian
- Equity Trust ยท Stonex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-02-2016
- Office Locations
- 9
Office Locations
About Vestech Asset Management Inc.
Vestech Asset Management is an affiliate, state-registered RIA supporting investment professionals with asset management, portfolio construction, and planning services for retail clients. Investment implementation emphasizes ETFs alongside select private funds and alternatives (e.g., real estate/infrastructure). Registered in MO, IL, MI, CT, NC, and TX, and works with custodians such as Equity Trust and StoneX.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN CHUNEN HUANG
President
- CRD
- #2659909
- Ownership
- 75% or more
MARCO ANTONIO RAMIREZ
Chief Compliance Officer, General Counsel
- CRD
- #4702164
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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MILTON J BEILE III
Vice President
- CRD
- #4265262
Mark Hwaley Chao
--
- CRD
- #5661676
Showing 2 of 14 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,676,914 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,676,914 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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