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Building 2VERUS ADVISORY, INC.

Map pinSEATTLE, WA
Phone206-622-3700
NotebookSEC #801-33895
Total AUM
$19.4B
Employees
87
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 FIFTH AVENUE
SUITE 3900
SEATTLE
WA 98104
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
206-622-3700
Other Offices
3

ReceiptFinancials

Total AUM
$19.4B
Accounts
122
Discretionary
$10.4B
Accounts
50
Non-Discretionary
$9.1B
Accounts
72

ContactClients

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Pension/Profit Sharing Plan Clients
32
AUM
$11.1B
Charitable Organization Clients
20
AUM
$3.4B
Government Entity Clients
1
AUM
$106.3M
Corporation or Business Clients
5
AUM
$4.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVORTXWA

HandshakeAffiliates

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

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