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Building 2VERIDIAN PRIVATE WEALTH MANAGEMENT

Map pinWARRENVILLE, IL
Phone815-814-2763
NotebookSEC #801-129797
Total AUM
$100M
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4320 WINFELD ROAD CANTERRA DEVELOPMENT, SUITE 200
WARRENVILLE
IL 60555
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Phone
815-814-2763

ReceiptFinancials

Total AUM
$100M
Accounts
10
Discretionary
$100M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
10
AUM
$100M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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