VERT ASSET MANAGEMENT LLC

85 Liberty Ship Way
Suite 201
Sausalito, California 94965
Tel: 415-650-7179

About VERT ASSET MANAGEMENT LLC

VERT ASSET MANAGEMENT LLC, formally registered with the SEC as VERT ASSET MANAGEMENT LLC. The firm was established in 07/21/2017. They have over 1 offices throughout the country.

VERT ASSET MANAGEMENT LLC is a Sausalito, California based Financial Planning firm with nearly $412,735,240 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288445
SEC#	801-110846
Assets Managed by Firm	$412,735,240
No. of Clients	1
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$412,735,240

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