1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VERAZ ADVISORS

Map pinSAN RAMON, CA
Phone844-848-3729
NotebookSEC #801-136155
Total AUM
$109.6M
Employees
8
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2355 SAN RAMON VALLEY BLVD,
SUITE 204
SAN RAMON
CA 94583
United States
Operating Hours
9AM TO 6PM
Monday - Friday
Phone
844-848-3729
Other Offices
1

ReceiptFinancials

Total AUM
$109.6M
Accounts
428
Discretionary
$109.6M
Accounts
428
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
88
AUM
$31.3M
HNW Individual Clients
62
AUM
$78M
Pension/Profit Sharing Plan Clients
1
AUM
$61.7K
Corporation or Business Clients
1
AUM
$199.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSETS UNDER ADVISEMENT (AUA)

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account