|
⚲
|
| Veratis Advisors Inc
✚
| |
|---|---|
| CRD # | 117892 |
| SEC # | 801-60849 |
| CIK # | |
| AUM | $4.4 BB (2024-03-28) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 919-460-8875 |
| Address | 1400 Crescent Green Cary, NC 27518-8118 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 73 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 4.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 394 | 4.4 |
| By Discretionary | ||
| Discretionary | 366 | 0.3 |
| Non-Discretionary | 28 | 4.2 |
| Total | 394 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 394 | 4.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
M Holdings Securities Inc
✚
|
OR | 4.5 |
|
Wedbush Securities Inc
✚
|
CA | 4.5 |
|
Osaic FS Inc
✚
|
IN | 4.5 |
|
Todd Asset Management LLC
✚
|
KY | 4.5 |
|
Pension Consultants Inc
✚
|
MO | 4.4 |
|
Alesco Advisors LLC
✚
|
NY | 4.4 |
|
Procourse Fiduciary Advisors LLC
✚
|
IN | 4.4 |
|
Baker Tilly Wealth Management LLC
✚
|
WI | 4.4 |
|
Concourse Financial Group Securities Inc
✚
|
AL | 4.4 |
|
Level Four Advisory Services LLC
✚
|
TX | 4.3 |