Overview
Assets Under Management: $100 million
Headquarters: WARRENVILLE, IL
High-Net-Worth Clients: 10
Average Client Assets: $10.0 million
Frequently Asked Questions
VERIDIAN PRIVATE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330270), VERIDIAN PRIVATE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
VERIDIAN PRIVATE WEALTH MANAGEMENT is headquartered in WARRENVILLE, IL.
VERIDIAN PRIVATE WEALTH MANAGEMENT serves 10 high-net-worth clients according to their SEC filing dated April 18, 2024. View client details ↓
According to their SEC Form ADV, VERIDIAN PRIVATE WEALTH MANAGEMENT offers portfolio management for individuals and pension consulting services. View all service details ↓
VERIDIAN PRIVATE WEALTH MANAGEMENT manages $100 million in client assets according to their SEC filing dated April 18, 2024.
According to their SEC Form ADV, VERIDIAN PRIVATE WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $10.0 million
Total Client Accounts: 10
Discretionary Accounts: 10
Regulatory Filings
CRD Number: 330270
Filing ID: 1867677
Last Filing Date: 2024-04-18 15:46:00