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VERUS FINANCIAL PARTNERS
9030 Stony Point Parkway
Suite 160
Richmond, Virginia 23235
Tel: 804-592-3465
About VERUS FINANCIAL PARTNERS
VERUS FINANCIAL PARTNERS, formally registered with the SEC as VERUS FINANCIAL PARTNERS. The firm was established in 07/01/1992. They have over 2 offices throughout the country.
VERUS FINANCIAL PARTNERS is a Richmond, Virginia based Financial Planning firm with nearly $920,759,221 assets under management, offering retirement planning & investment advisory services to 1901 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106744 |
| SEC# | 801-41983 |
| Assets Managed by Firm | $920,759,221 |
| No. of Clients | 1901 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1901 | $920,759,221 |
| Individuals (other than high net worth individuals) | 475 | $313,657,070 |
| High net worth individuals | 167 | $607,102,151 |
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