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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