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Building 2VERIDIAN CAPITAL PARTNERS

Map pinFREDERICK, MD
Phone(301) 228-9300
NotebookSEC #801-121334
Total AUM
$551.1M
Employees
7
Clients
823

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7101 GUILFORD DRIVE,
SUITE 104
FREDERICK
MD 21704
United States
Operating Hours
9 AM - 5PM
Monday - Friday
Phone
(301) 228-9300

ReceiptFinancials

Total AUM
$551.1M
Accounts
822
Discretionary
$551.1M
Accounts
822
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
498
AUM
$110.1M
HNW Individual Clients
318
AUM
$439.1M
Charitable Organization Clients
1
AUM
$118.4K
Corporation or Business Clients
6
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CODEFLMDNCNENHNYPASCTNTXVAWV

HandshakeAffiliates

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

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