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Building 2VERUS FINANCIAL PARTNERS

Map pinRICHMOND, VA
Phone804-592-3465
NotebookSEC #801-41983
Total AUM
$1.2B
Employees
21
Clients
636

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9030 STONY POINT PARKWAY
SUITE 160
RICHMOND
VA 23235
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
804-592-3465
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,935
Discretionary
$1.2B
Accounts
1,935
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
371
AUM
$273.3M
HNW Individual Clients
265
AUM
$908.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAMAMDNCNDNENHNYPASCTXVAWA

HandshakeAffiliates

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

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