|
⚲
|
| Veratis Advisors Inc
✚
|
|
|---|---|
| CRD # | 117892 |
| SEC # | 801-60849 |
| CIK # | |
| AUM | $3.7 BB (2023-03-30) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 919-460-8875 |
| Address | 1400 Crescent Green Cary, NC 27518-8118 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 63 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 3.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 437 | 3.7 |
| By Discretionary | ||
| Discretionary | 398 | 0.2 |
| Non-Discretionary | 39 | 3.5 |
| Total | 437 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 437 | 3.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
EPG Incorporated
✚
|
MA | 3.8 |
|
Hoisington Investment Management Co
✚
|
TX | 3.8 |
|
Vontobel Swiss Wealth Advisors AG
✚
|
3.8 | |
|
Level Four Advisory Services LLC
✚
|
TX | 3.7 |
|
Stacey Braun Associates Inc
✚
|
NY | 3.6 |
|
Clifford Swan Investment Counsel LLC
✚
|
CA | 3.6 |
|
BTC Capital Management Inc
✚
|
IA | 3.6 |
|
Integrated Advisors Network LLC
✚
|
TX | 3.6 |
|
Stratos Wealth Advisors LLC
✚
|
OH | 3.5 |
|
Alaska Permanent Capital Management Co
✚
|
AK | 3.5 |