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Building 2VERUS FINANCIAL GROUP

Map pinSUGAR LAND, TX
Phone713-909-3188
NotebookSEC #801-129875
Total AUM
$158.7M
Employees
8
Clients
388

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14141 SOUTHWEST FREEWAY
SUITE 150
SUGAR LAND
TX 77478
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
713-909-3188
Other Offices
2

ReceiptFinancials

Total AUM
$158.7M
Accounts
752
Discretionary
$150.8M
Accounts
745
Non-Discretionary
$7.9M
Accounts
7

ContactClients

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Individual Clients
349
AUM
$68.1M
HNW Individual Clients
38
AUM
$88.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M

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
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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