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Building 2VEERY CAPITAL, LLC

Map pinWEST CHESTER, PA
Phone(302) 660-3350
NotebookSEC #801-114003
Total AUM
$971.4M
Employees
13
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 W MARKET STREET
WEST CHESTER
PA 19382
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(302) 660-3350
Other Offices
1

ReceiptFinancials

Total AUM
$971.4M
Accounts
804
Discretionary
$497M
Accounts
762
Non-Discretionary
$474.4M
Accounts
42

ContactClients

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Individual Clients
165
AUM
$47.8M
HNW Individual Clients
87
AUM
$353.6M
Pension/Profit Sharing Plan Clients
61
AUM
$570M
Charitable Organization Clients
1
AUM
$6.9K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNJPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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