7101 Guilford Drive,
Suite 104
Frederick, Maryland 21704
Tel: (301) 228-9300
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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