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Verus Capital Partners LLC
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CRD # | 151568 |
SEC # | 801-78989 |
CIK # | 0001796874 |
AUM | $948.2 MM (2023-03-30) |
Employees | 53 (79% Investors, 62% Brokers) |
Phone | 480-990-3719 |
Address | 14301 N 87th Street Scottsdale, AZ 85260 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 113.3 | |
MSFT | 1,918,222.4 | 45.3 | |
AMZN | 1,092,997.8 | 37.4 | |
AMD | 131,458.5 | 30.7 | |
XOM | 385,508.3 | 26.6 | |
ABBV | 269,466.6 | 14.2 | |
NVDA | 399,550.0 | 8.8 | |
NOC | 72,230.4 | 7.5 | |
BP | 93,834.6 | 4.7 | |
VZ | 211,914.0 | 4.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 3,246 | 726.9 |
(b) Individuals (high net worth individuals) | 127 | 446.1 |
(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 | 0 | 6.3 |
(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 | 60 | 43.6 |
(n) Other | 0 | 0.0 |
Total | 5,212 | 1,222.8 |
By Discretionary | ||
Discretionary | 5,212 | 1,222.8 |
Non-Discretionary | 0 | 0.0 |
Total | 5,212 | 1,222.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,222.8 | |
Total | 5,212 | 1,222.8 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001796874] |
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---|---|---|
Greenrock Research Inc
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IL | 1.0 |
Personal CFO Solutions LLC
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NJ | 1.0 |
Centennial Securities Company Inc
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MI | 0.9 |
Chatterton & Associates the Wealth Management Team Inc
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CA | 0.9 |
Beacon Retirement Planning Services Inc
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TX | 0.9 |
Truadvice LLC
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|
FL | 0.9 |
New England Professional Planning Group Inc
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RI | 0.9 |
Graves Light Lenhart Wealth Inc
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|
VA | 0.9 |
Packerland Brokerage Services Inc
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|
WI | 0.9 |
Wallington Asset Management LLC
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|
IN | 0.9 |