112 S French St
Wilmington, Delaware 19801
Tel: (302) 660-3350
VEERY CAPITAL, LLC, formally registered with the SEC as VEERY CAPITAL, LLC. The firm was established in 09/17/2018. They have over 1 offices throughout the country.
VEERY CAPITAL, LLC is a Wilmington, Delaware based Financial Planning firm with nearly $628,139,399 assets under management, offering retirement planning & investment advisory services to 763 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 298465 |
SEC# | 801-114003 |
Assets Managed by Firm | $628,139,399 |
No. of Clients | 763 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 763 | $628,139,399 |
Individuals (other than high net worth individuals) | 151 | $46,871,046 |
High net worth individuals | 63 | $196,430,504 |
Pension and profit sharing plans | 55 | $384,837,849 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$88,770,382,053 | 41 | 235 | |
$38,994,513,543 | 119 | 27 | |
$19,948,123,000 | 13 | 73 | |
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001 | $16,488,434,237 | 3376 | 127 |
$12,992,062,132 | 10 | 38 |
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