VELOCIS MANAGEMENT, LLC

300 Crescent Court
Suite 850
Dallas, Texas 75201
Tel: 214-702-0220

About VELOCIS MANAGEMENT, LLC

VELOCIS MANAGEMENT, LLC, formally registered with the SEC as VELOCIS MANAGEMENT, LLC. The firm was established in 08/08/2023. They have over 1 offices throughout the country.

VELOCIS MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $268,390,240 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313345
SEC#	801-128466
Assets Managed by Firm	$268,390,240
No. of Clients	7
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$268,390,240

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