VERATIS ADVISORS, INC.

1400 Crescent Green
Suite 110
Cary, North Carolina 27518-8118
Tel: 919-460-8875

About VERATIS ADVISORS, INC.

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.

Firm Information

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

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
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	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

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