Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > georgia > atlanta > VERACITY CAPITAL LLC
VERACITY CAPITAL LLC
2859 Paces Ferry Road
Suite 635
Atlanta, Georgia 30339
Tel: 844-508-7884
About VERACITY CAPITAL LLC
VERACITY CAPITAL LLC, formally registered with the SEC as VERACITY CAPITAL LLC. The firm was established in 07/11/2019. They have over 4 offices throughout the country.
VERACITY CAPITAL LLC is a Atlanta, Georgia based Financial Planning firm with nearly $695,437,335 assets under management, offering retirement planning & investment advisory services to 1744 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304272 |
| SEC# | 801-116934 |
| Assets Managed by Firm | $695,437,335 |
| No. of Clients | 1744 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1744 | $695,437,335 |
| Individuals (other than high net worth individuals) | 145 | $75,828,758 |
| High net worth individuals | 183 | $616,795,033 |
| Corporations or other businesses | 3 | $2,813,544 |
More Retirement Planning firms in Atlanta, Georgia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $746,325,416,693 | 38517 | 2895 | |
| $61,369,856,545 | 124201 | 2105 | |
| $35,289,452,223 | 7542 | 44 | |
| $33,827,869,628 | 39 | 879 | |
| $33,178,196,876 | 12286 | 28 |
Explore More Retirement Advisors in Atlanta, Georgia