Overview
Assets Under Management: $4.4 billion
Headquarters: CARY, NC
High-Net-Worth Clients: 79
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.21
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 394
Discretionary Accounts: 366
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 117892
Last Filing Date: 2024-04-09 00:00:00
Website: https://veratisadvisors.com