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VETA INVESTMENT PARTNERS, LLC

3705 Clinton Parkway
Suite 103b
Lawrence, Kansas 66047
Tel: 646-630-3218

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About VETA INVESTMENT PARTNERS, LLC

VETA INVESTMENT PARTNERS, LLC, formally registered with the SEC as VETA INVESTMENT PARTNERS, LLC. The firm was established in 07/13/2020. They have over 1 offices throughout the country.

VETA INVESTMENT PARTNERS, LLC is a Lawrence, Kansas based Financial Planning firm with nearly $3,149,823,730 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#309023
SEC#801-119046
Assets Managed by Firm$3,149,823,730
No. of Clients6
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total6$3,149,823,730
Other investment advisersFewer than 5 clients$1,769,047,535

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