National Retirement Planning Experts

National Coverage
Local Professionals

VERIDIAN CAPITAL PARTNERS

7101 Guilford Drive,
Suite 104
Frederick, Maryland 21704
Tel: (301) 228-9300

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#314290
SEC#801-121334
Assets Managed by Firm$389,503,602
No. of Clients2228
No. of Advisors7

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 ClientsAUM
Firm Total2228$389,503,602
Individuals (other than high net worth individuals)502$110,968,226
High net worth individuals224$276,484,201
Charitable organizationsFewer than 5 clients$100,537
Corporations or other businessesFewer than 5 clients$1,950,638

More Retirement Planning firms in Frederick, Maryland:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
T. ROWE PRICE ASSOCIATES, INC.
100 East Pratt Street
Baltimore, MD, 21202
$1,752,267,028,98846963814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
100 East Pratt Street
Baltimore, MD, 21202
$193,065,874,99768114
BROWN ADVISORY
901 South Bond Street, Suite 400
Baltimore, MD, 21231-3340
$108,331,371,64323317657
PROSHARE ADVISORS LLC
7272 Wisconsin Avenue, 21st Floor
Bethesda, MD, 20814
$65,095,381,946126101
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East
Baltimore, MD, 21202
$37,701,864,167516254

Explore More Retirement Advisors in Frederick, Maryland