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VERDAD ADVISERS, L.P.
695 Atlantic Ave.
4th Floor
Boston, Massachusetts 02111
Tel: 202-251-6707
About VERDAD ADVISERS, L.P.
VERDAD ADVISERS, LP, formally registered with the SEC as VERDAD ADVISERS, LP. The firm was established in 05/24/2019. They have over 1 offices throughout the country.
VERDAD ADVISERS, L.P. is a Boston, Massachusetts based Financial Planning firm with nearly $867,295,382 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171048 |
| SEC# | 801-116696 |
| Assets Managed by Firm | $867,295,382 |
| No. of Clients | 32 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 32 | $867,295,382 |
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