8300 N Hayden Rd
Suite A207
Scottsdale, Arizona 85258
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 26 offices throughout the country.
VERUS CAPITAL PARTNERS, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $1,564,473,891 assets under management, offering retirement planning & investment advisory services to 6591 clients. The firm is staffed with 49 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151568 |
SEC# | 801-78989 |
Assets Managed by Firm | $1,564,473,891 |
No. of Clients | 6591 |
No. of Advisors | 49 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6591 | $1,564,473,891 |
Individuals (other than high net worth individuals) | 2615 | $162,064,659 |
High net worth individuals | 1839 | $1,261,456,132 |
Pension and profit sharing plans | 161 | $121,992,546 |
Charitable organizations | 17 | $6,415,727 |
Corporations or other businesses | 32 | $12,544,827 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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