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Building 2VERDENCE CAPITAL ADVISORS, LLC

Map pinHUNT VALLEY, MD
Phone410-472-5380
NotebookSEC #801-110722
Total AUM
$4.6B
Employees
52
Clients
1,876

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 SCHILLING ROAD
SUITE 300
HUNT VALLEY
MD 21031
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
410-472-5380
Other Offices
6

ReceiptFinancials

Total AUM
$4.6B
Accounts
7,802
Discretionary
$4.4B
Accounts
7,342
Non-Discretionary
$187.5M
Accounts
460

ContactClients

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Individual Clients
1,043
AUM
$366.7M
HNW Individual Clients
755
AUM
$4B
Pension/Profit Sharing Plan Clients
9
AUM
$22.3M
Charitable Organization Clients
8
AUM
$55.1M
Corporation or Business Clients
61
AUM
$210.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAILINLAMAMDMEMIMNNCNHNJNYOHORPASCTNTXVAVTWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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