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James Darvell Maendel

Vestech Asset Management Inc.

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About James Darvell Maendel

James Maendel is an investment advisor representative at Vestech Asset Management Inc. James is a registered Investment Advisor in Michigan. James is also a registered representative in Michigan. James has been in the securities industry since 1999. Prior to Vestech Asset Management Inc. James was employed at L.M. Kohn & Company, LPL Financial LLC, UBS Financial Services Inc., Comerica Securities and H&R Block Financial Advisors, Inc.

Firm Information

James Maendel is currently registered with Vestech Asset Management Inc.. Vestech Asset Management Inc. is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals. They have approximately 82,427,479 in assets under management and serve 303 clients.

$82.43M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Maendel’s Registration & Firm History

MI

03/01/2018 - Present

Vestech Asset Management Inc. (Bloomfield Hills MI)

MI

08/06/2015 - 07/31/2017

L.M. KOHN & COMPANY (TROY MI)

MI

09/30/2010 - 02/06/2015

LPL FINANCIAL LLC (FARMINGTON HILLS MI)

MI

02/03/2006 - 10/22/2010

UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)

MI

09/07/2001 - 02/08/2006

COMERICA SECURITIES (SOUTHFIELD MI)

MI

02/06/2001 - 08/24/2001

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

NY

09/16/1999 - 11/10/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for James Darvell Maendel. Review regulatory record here.
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