800 Fifth Avenue
Suite 3900
Seattle, Washington 98104
Tel: 206-622-3700
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.
SEC Current Status | Approved |
Firm CRD# | 110565 |
SEC# | 801-33895 |
Assets Managed by Firm | $8,503,218,356 |
No. of Clients | 96 |
No. of Advisors | 88 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 96 | $8,503,218,356 |
Pension and profit sharing plans | 26 | $4,298,739,116 |
Charitable organizations | 21 | $1,558,746,307 |
Corporations or other businesses | 4 | $2,576,603,550 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$386,290,864,100 | 132036 | 836 | |
$156,620,655,662 | 744 | 651 | |
$47,233,145,795 | 69895 | 651 | |
$41,232,351,167 | 113 | 12 | |
$26,539,000,000 | 19 | 114 |
Explore More Retirement Advisors in Seattle, Washington