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VERGER CAPITAL MANAGEMENT

751 W. Fourth St.
Suite 410
Winston-salem, North Carolina 27101
Tel: 336-934-4101

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About VERGER CAPITAL MANAGEMENT

VERGER CAPITAL MANAGEMENT, formally registered with the SEC as VERGER CAPITAL MANAGEMENT. The firm was established in 06/05/2014. They have over 1 offices throughout the country.

VERGER CAPITAL MANAGEMENT is a Winston-salem, North Carolina based Financial Planning firm with nearly $2,659,803,874 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#170125
SEC#801-79726
Assets Managed by Firm$2,659,803,874
No. of Clients11
No. of Advisors16

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total11$2,659,803,874

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