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Building 2VERATIS ADVISORS, INC.

Map pinCARY, NC
Phone919-460-8875
NotebookSEC #801-60849
Total AUM
$6B
Employees
8
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1400 CRESCENT GREEN
SUITE 110
CARY
NC 27518-8118
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
919-460-8875

ReceiptFinancials

Total AUM
$6B
Accounts
582
Discretionary
$383.2M
Accounts
552
Non-Discretionary
$5.6B
Accounts
30

ContactClients

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Individual Clients
3
AUM
$695.8K
HNW Individual Clients
85
AUM
$382.5M
Pension/Profit Sharing Plan Clients
16
AUM
$5.6B
Government Entity Clients
1
AUM
$57.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANCVA

HandshakeAffiliates

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

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