Overview
Assets Under Management: $15.6 billion
Headquarters: NEWTOWN SQUARE, PA
High-Net-Worth Clients: 251
Average Client Assets: $42.0 million
Frequently Asked Questions
VERITABLE LP 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 #130758), VERITABLE LP is subject to fiduciary duty under federal law.
VERITABLE LP is headquartered in NEWTOWN SQUARE, PA.
VERITABLE LP serves 251 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, VERITABLE LP offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
VERITABLE LP manages $15.6 billion in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, VERITABLE LP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.40%
Average Client Assets: $42.0 million
Total Client Accounts: 3,106
Discretionary Accounts: 2,955
Non-Discretionary Accounts: 151
Regulatory Filings
CRD Number: 130758
Filing ID: 1180264
Last Filing Date: 2018-03-30 16:33:00