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Saint Louis, MO Office

Team
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Vestech Asset Management Inc. logo

Vestech Asset Management Inc.

Team

Firm-wide stats for Vestech Asset Management Inc.

Total advisors

14

Across 8 offices

Clients per advisor

20 Very Low

Avg AUM per client

$358,550 Very Low

HNW client ratio

0% Very Low

About

Vestech Asset Management provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts, estates, and corporations. The firm offers discretionary portfolio management, written financial plans, referrals to third‑party money managers, and limited services to manage “held‑away” retirement and HSA accounts through a third‑party platform; it reports roughly $100 million in assets under management for several hundred client relationships.

The firm uses a mix of fundamental, technical, and cyclical analysis and assigns clients to targeted asset‑allocation model portfolios that are monitored and rebalanced as needed; VAM typically acts with discretionary trading authority for managed accounts. Its investment implementation can include margin, short sales, option writing and other derivatives strategies, and it may engage third‑party sub‑managers and solicitor arrangements to execute specialized strategies.

VAM’s business structure includes several uncommon affiliations for a firm this size: an affiliated broker‑dealer, representatives who operate insurance and CPA practices, legal services provided by a related law practice, and management of real‑estate related entities. The firm also operates from multiple offices and discloses that certain supervised persons have reportable regulatory or legal matters in their histories; its representatives may receive commissions or advisory‑related compensation through affiliated broker‑dealer and insurance activities, which can create potential conflicts of interest described in the brochure.

Based on Vestech Asset Management Inc.

Expertise

Annuities Life insurance needs analysis Tax-loss harvesting

Based on Vestech Asset Management Inc.

Occupation focus

Attorney

Based on Vestech Asset Management Inc.

Location

11477 Olde Cabin Road, Suite 310

Saint Louis MO 63141

Advisors at this office

7

Advisors at this office

user avatar

John H

Series 63, Series 65

Saint Louis, MO

Vestech Asset Management Inc.

John Huang is a financial advisor at Vestech Asset Management Inc. in Saint Louis, MO, with 27 years of industry experience. He has held the role of President and Financial Representative at Vestech Securities, Inc., a broker-dealer affiliated with his firm, since 2016. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations, managing approximately $100 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to allocate and actively manage client portfolios, often with discretionary trading authority.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar

Milton B

Series 63, Series 65

Saint Louis, MO

Vestech Asset Management Inc.

Milton Beile III is a financial advisor at Vestech Asset Management Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at multiple firms including Ni Advisors, Inc. and Alternative Distributors, LLC. Outside of advisory work, he operates a marketing business, Milton Beile Services. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation model portfolios and offers discretionary trading authority, incorporating strategies such as margin, short sales, and option writing.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar

Mark C

Series 63, Series 65

Saint Louis, MO

Vestech Asset Management Inc.

Mark Chao is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Vestech Asset Management since 2019 and has prior experience with Farmers Financial Solutions and Executive Financial Group. Outside of his advisory role, he serves as Vice President of Promotions and a class instructor for Saint Louis Kendo. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation model portfolios with discretionary trading authority.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar

Zhenyu T

Series 66

Saint Louis, MO

Vestech Asset Management Inc.

Zhenyu Tang is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding a Series 66 designation and five years of industry experience. His work history includes roles at Lindenwood University and Vestech Securities, Inc., among others. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a mix of fundamental, technical, and cyclical analysis to manage discretionary portfolio allocations and offers access to specialized strategies through third-party managers.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar

Erven F

CFP®, Series 63

Saint Louis, MO

Vestech Asset Management Inc.

Erven Frericks Jr. is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Vestech Asset Management Inc. He previously worked at Royal Alliance Associates, Inc. for 21 years. Outside of his advisory role, he is involved as a dealer for Premier Casino Party, which organizes casino parties for charity events. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar

Marco R

Series 63, Series 65

Saint Louis, MO

Vestech Asset Management Inc.

Marco Ramirez is a financial advisor at Vestech Asset Management Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vestech since 2016. In addition to his advisory role, Ramirez practices as an attorney at BlackRock Legal p.c. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage discretionary portfolios, offering services that include portfolio management, financial planning, and access to third-party managers.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar

Jianan Q

Series 63, Series 66

Saint Louis, MO

Vestech Asset Management Inc.

Jianan Qin is a financial advisor at Vestech Asset Management Inc. with three years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, Qin manages operations at 39 North Properties, a real estate property management business. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation portfolios, often with discretionary trading authority.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
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