VERDENCE CAPITAL ADVISORS, LLC

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

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 Status	Approved
Firm CRD#	288512
SEC#	801-110722
Assets Managed by Firm	$3,306,595,930
No. of Clients	6146
No. of Advisors	47

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 Clients	AUM
Firm Total	6146	$3,306,595,930
Individuals (other than high net worth individuals)	923	$375,511,604
High net worth individuals	566	$2,692,684,262
Pension and profit sharing plans	8	$17,829,446
Charitable organizations	7	$49,344,811
Corporations or other businesses	46	$171,225,807

More Retirement Planning firms in Hunt Valley, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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