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Building 2VERUM PARTNERS LLC

Map pinCHARLOTTE, NC
Phone(980) 771-3999
NotebookSEC #801-115236
Total AUM
$1B
Employees
17
Clients
406

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2333 RANDOLPH ROAD
SUITE 250
CHARLOTTE
NC 28207
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(980) 771-3999
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
1,560
Discretionary
$848.7M
Accounts
1,215
Non-Discretionary
$165.4M
Accounts
345

ContactClients

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Individual Clients
87
AUM
$29.9M
HNW Individual Clients
274
AUM
$845.3M
Pension/Profit Sharing Plan Clients
18
AUM
$23.3M
Charitable Organization Clients
1
AUM
$9.7M
Corporation or Business Clients
26
AUM
$105.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLGANCNYSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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