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VETA INVESTMENT PARTNERS, LLC
3705 Clinton Parkway
Suite 103b
Lawrence, Kansas 66047
Tel: 646-630-3218
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 Status | Approved |
|---|---|
| Firm CRD# | 309023 |
| SEC# | 801-119046 |
| Assets Managed by Firm | $3,149,823,730 |
| No. of Clients | 6 |
| No. of Advisors | 6 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $3,149,823,730 |
| Other investment advisers | Fewer than 5 clients | $1,769,047,535 |
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