H.D. Vest, Inc. · Irving, TX United States
| 6333 N. State Hwy. 161, 4th Fl. | Phone: 972-870-6000 |
| Irving, TX | Fax: 972-870-6128 |
| 75038 | |
| United States |
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Company Description
H.D. Vest oversees a network of more than 5,200 tax professionals who provide wealth management and trust services to approximately 2 million individuals and small businesses in every US state. It also offers retirement and estate planning and college savings plans. Investment products offered include more than 5,000 mutual funds from some 250 different companies, and life insurance and annuities from more than 60 providers. It has some $28 billion in assets under management. An investment group led by Parthenon Capital Partners and Lovell Minnick Partners acquired H.D. Vest from megabank
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Financials
| Company Type | PrivateHeadquarters |
|---|---|
| Fiscal Year-End | December |
| Employees | 340 |


