CBOE VEST Financial LLC
Legal Name: CBOE VEST FINANCIAL LLC
Full Contact Details
CBOE VEST Financial LLC
1765 GREENSBORO STATION PLACE, SUITE 900, MCLEAN, VA
855-979-6060
800-467-1807
Other Info
CBOE VEST Financial LLC is a DE Limited Liability Company with 10 employees, 7 of whom serve in advisory roles. Though the number of clients served is unknown, the SEC has approved the firm with a registration date of Jan 3, 2013.
Cboe Vest - Protected Investments, Simplified. Option-based hedging strategies for stocks and ETFs. Option strategy builder. Target Outcome Investments.
cboevest.com is a financial advisory platform that delivers option-based investment protection and other products to help advisors better serve their customers. You can build options strategy for new or existing investments and explore income, leverage and inverse strategies, all with the click of a…
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Cboe Vest Funds - Mutual Funds. Buffer Protect Fund. Defined Distribution Fund. Enhanced Growth Strategy Fund. Dividend Aristocrats Target Income Fund.
Cboe Vest Funds are institutional-quality target outcome investments that strive to provide investors with targeted protection, enhanced returns, or consistent income, with a level of predictability unattainable with most other investments. These funds include the: Cboe Vest S&P 500® Dividend Arist…
Cboe Vest Funds - Mutual Funds. Buffer Protect Fund. Defined Distribution Fund. Enhanced Growth Strategy Fund. Dividend Aristocrats Target Income Fund.
Cboe Vest Funds are institutional-quality target outcome investments that strive to provide investors with targeted protection, enhanced returns, or consistent income, with a level of predictability unattainable with most other investments. These funds include the: Cboe Vest S&P 500® Dividend Arist…
Direct Owners
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CBOE VEST GROUP INC
SOLE MEMBER owns 75% or more
-
JEFFERY YI-BING CHANG
CHIEF FINANCIAL OFFICER owns less than 5%
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JOHN STEVEN NEAMTZ
MANAGING DIRECTOR owns less than 5%
-
KARAN SOOD
CHIEF EXECUTIVE OFFICER owns less than 5%
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KYLE ROGER BUBECK
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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AJM VENTURES, LLC
SHAREHOLDER owns 75% or more
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FIRST TRUST CAPITAL PARTNERS, LLC
MEMBER owns more than 25% but less than 50%
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GRACE PARTNERS OF DUPAGE, L.P.
LIMITED PARTNER owns 75% or more
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JAMES ALLEN BOWEN
SOLE SHAREHOLDER owns 75% or more
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THE CHARGER CORPORATION
MEMBER, MANAGER