1400 Crescent Green
Suite 110
Cary, North Carolina 27518-8118
Tel: 919-460-8875
VERATIS ADVISORS, INC, formally registered with the SEC as VERATIS ADVISORS, INC. The firm was established in 01/18/2002. They have over 1 offices throughout the country.
VERATIS ADVISORS, INC. is a Cary, North Carolina based Financial Planning firm with nearly $4,429,232,164 assets under management, offering retirement planning & investment advisory services to 394 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 117892 |
SEC# | 801-60849 |
Assets Managed by Firm | $4,429,232,164 |
No. of Clients | 394 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 394 | $4,429,232,164 |
Individuals (other than high net worth individuals) | 5 | $2,618,061 |
High net worth individuals | 73 | $275,692,580 |
Pension and profit sharing plans | 14 | $4,106,641,255 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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