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Home > Retirement Planners > washington > seattle > VERUS ADVISORY, INC.
VERUS ADVISORY, INC.
800 Fifth Avenue
Suite 3900
Seattle, Washington 98104
Tel: 206-622-3700
About VERUS ADVISORY, INC.
VERUS ADVISORY, INC, formally registered with the SEC as VERUS ADVISORY, INC. The firm was established in 02/17/1989. They have over 4 offices throughout the country.
VERUS ADVISORY, INC. is a Seattle, Washington based Financial Planning firm with nearly $11,021,211,156 assets under management, offering retirement planning & investment advisory services to 106 clients. The firm is staffed with 88 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110565 |
| SEC# | 801-33895 |
| Assets Managed by Firm | $11,021,211,156 |
| No. of Clients | 106 |
| No. of Advisors | 88 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW)
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 106 | $11,021,211,156 |
| Pension and profit sharing plans | 26 | $4,836,826,648 |
| Charitable organizations | 20 | $1,768,268,739 |
| Corporations or other businesses | 6 | $4,336,741,116 |
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