Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > maryland > frederick > VERIDIAN CAPITAL PARTNERS
VERIDIAN CAPITAL PARTNERS
7101 Guilford Drive,
Suite 104
Frederick, Maryland 21704
Tel: (301) 228-9300
About VERIDIAN CAPITAL PARTNERS
VERIDIAN CAPITAL PARTNERS, formally registered with the SEC as VERIDIAN CAPITAL PARTNERS. The firm was established in 05/28/2021. They have over 1 offices throughout the country.
VERIDIAN CAPITAL PARTNERS is a Frederick, Maryland based Financial Planning firm with nearly $389,503,602 assets under management, offering retirement planning & investment advisory services to 2228 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314290 |
| SEC# | 801-121334 |
| Assets Managed by Firm | $389,503,602 |
| No. of Clients | 2228 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2228 | $389,503,602 |
| Individuals (other than high net worth individuals) | 502 | $110,968,226 |
| High net worth individuals | 224 | $276,484,201 |
| Charitable organizations | Fewer than 5 clients | $100,537 |
| Corporations or other businesses | Fewer than 5 clients | $1,950,638 |
More Retirement Planning firms in Frederick, Maryland:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Frederick, Maryland