50 Schilling Road
Suite 300
Hunt Valley, Maryland 21031
Tel: 410-472-5380
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
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