National Retirement Planning Experts

National Coverage
Local Professionals

VERUS ADVISORY, INC.

800 Fifth Avenue
Suite 3900
Seattle, Washington 98104
Tel: 206-622-3700

Need a Financial Advisor?
Compare Vetted Advisors

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 $8,503,218,356 assets under management, offering retirement planning & investment advisory services to 96 clients. The firm is staffed with 88 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110565
SEC# 801-33895
Assets Managed by Firm $8,503,218,356
No. of Clients 96
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 Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total96$8,503,218,356
Pension and profit sharing plans26$4,298,739,116
Charitable organizations21$1,558,746,307
Corporations or other businesses4$2,576,603,550
Inquire with VERUS ADVISORY, INC.

More Retirement Planning firms in Seattle, Washington:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PARAMETRIC PORTFOLIO ASSOCIATES
800 Fifth Avenue, Suite 2800
Seattle, WA, 98104
$386,290,864,100132036836
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$156,620,655,662744651
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$47,233,145,79569895651
MILLIMAN ADVISORS, LLC
1301 Fifth Ave Ste 3800
Seattle, WA, 98101-2605
$41,232,351,16711312
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
1201 Third Avenue, Suite 3000
Seattle, WA, 98101
$26,539,000,00019114

Explore More Retirement Advisors in Seattle, Washington