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Building 2VERITAS FINANCIAL ADVISORS LLC

Map pinBOSTON, MA
Phone617-723-5533
NotebookSEC #801-62868
Total AUM
$39.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
84 STATE STREET - 7TH FLOOR
BOSTON
MA 02109
USA
Operating Hours
9:00 A.M - 5:00 P.M.
Monday - Friday
Phone
617-723-5533

ReceiptFinancials

Total AUM
$39.4M
Accounts
16
Discretionary
$39.4M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
MA

HandshakeAffiliates

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

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