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Building 2VERIDAN WEALTH

Map pinWEST LINN, OR
Phone503-946-9733
NotebookSEC #801-130309
Total AUM
$667.2M
Employees
5
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1742 WILLAMETTE FALLS DR
WEST LINN
OR 97068
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
503-946-9733

ReceiptFinancials

Total AUM
$667.2M
Accounts
724
Discretionary
$639.7M
Accounts
692
Non-Discretionary
$27.5M
Accounts
32

ContactClients

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Individual Clients
137
AUM
$77.8M
HNW Individual Clients
95
AUM
$587.9M
Charitable Organization Clients
1
AUM
$1.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORWA

HandshakeAffiliates

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

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