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VERDENCE CAPITAL ADVISORS, LLC

50 Schilling Road
Suite 300
Hunt Valley, Maryland 21031
Tel: 410-472-5380

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About VERDENCE CAPITAL ADVISORS, LLC

VERDENCE CAPITAL ADVISORS, LLC, formally registered with the SEC as VERDENCE CAPITAL ADVISORS, LLC. The firm was established in 06/26/2017. They have over 5 offices throughout the country.

VERDENCE CAPITAL ADVISORS, LLC is a Hunt Valley, Maryland based Financial Planning firm with nearly $3,306,595,930 assets under management, offering retirement planning & investment advisory services to 6146 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288512
SEC#801-110722
Assets Managed by Firm$3,306,595,930
No. of Clients6146
No. of Advisors47

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total6146$3,306,595,930
Individuals (other than high net worth individuals)923$375,511,604
High net worth individuals566$2,692,684,262
Pension and profit sharing plans8$17,829,446
Charitable organizations7$49,344,811
Corporations or other businesses46$171,225,807

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