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Home > Retirement Planners > north carolina > charlotte > VERUM PARTNERS LLC
VERUM PARTNERS LLC
2333 Randolph Road
Suite 250
Charlotte, North Carolina 28207
Tel: (980) 771-3999
About VERUM PARTNERS LLC
VERUM PARTNERS LLC, formally registered with the SEC as VERUM PARTNERS LLC. The firm was established in 05/02/2019. They have over 2 offices throughout the country.
VERUM PARTNERS LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $827,584,409 assets under management, offering retirement planning & investment advisory services to 1392 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301058 |
| SEC# | 801-115236 |
| Assets Managed by Firm | $827,584,409 |
| No. of Clients | 1392 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1392 | $827,584,409 |
| Individuals (other than high net worth individuals) | 79 | $28,541,768 |
| High net worth individuals | 242 | $680,185,114 |
| Pension and profit sharing plans | 17 | $19,966,476 |
| Charitable organizations | Fewer than 5 clients | $8,961,287 |
| Corporations or other businesses | 29 | $89,929,764 |
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