14301 N 87th Street
Suite 307
Scottsdale, Arizona 85260
Tel: 480-990-3719
VERUS CAPITAL PARTNERS, LLC, formally registered with the SEC as VERUS CAPITAL PARTNERS, LLC. The firm was established in 01/02/2014. They have over 28 offices throughout the country.
VERUS CAPITAL PARTNERS, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $948,186,511 assets under management, offering retirement planning & investment advisory services to 4226 clients. The firm is staffed with 47 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151568 |
SEC# | 801-78989 |
Assets Managed by Firm | $948,186,511 |
No. of Clients | 4226 |
No. of Advisors | 47 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4226 | $948,186,511 |
Individuals (other than high net worth individuals) | 3909 | $539,836,597 |
High net worth individuals | 207 | $320,423,118 |
Pension and profit sharing plans | 105 | $58,822,234 |
Charitable organizations | 12 | $3,169,439 |
Corporations or other businesses | 33 | $25,935,123 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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