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VEERY CAPITAL, LLC

112 S French St
Wilmington, Delaware 19801
Tel: (302) 660-3350

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About VEERY CAPITAL, LLC

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 $739,064,765 assets under management, offering retirement planning & investment advisory services to 789 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#298465
SEC#801-114003
Assets Managed by Firm$739,064,765
No. of Clients789
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total789$739,064,765
Individuals (other than high net worth individuals)168$50,867,312
High net worth individuals75$275,242,840
Pension and profit sharing plans55$412,757,440
Corporations or other businesses1$197,173

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BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
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WILMINGTON TRUST INVESTMENT ADVISORS, INC.
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WILMINGTON FUNDS MANAGEMENT CORPORATION
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DUPONT CAPITAL MANAGEMENT
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$12,393,033,000636

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