VERDIS INVESTMENT MANAGEMENT, LLC

One Tower Bridge, 100 Front Street
Suite 1150
West Conshohocken, Pennsylvania 19428
Tel: 610-397-1600

About VERDIS INVESTMENT MANAGEMENT, LLC

VERDIS INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as VERDIS INVESTMENT MANAGEMENT, LLC. The firm was established in 01/27/2006. They have over 1 offices throughout the country.

VERDIS INVESTMENT MANAGEMENT, LLC is a West Conshohocken, Pennsylvania based Financial Planning firm with nearly $468,910,486 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134445
SEC#	801-65821
Assets Managed by Firm	$468,910,486
No. of Clients	11
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$468,910,486
High net worth individuals	2	$63,541,218
Charitable organizations	1	$1,137,018

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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