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VERITABLE LP
NEWTOWN SQUARE, PA
610-640-9551
SEC #801-62911Total AUM
$16.5B
Employees
88Clients
409Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6022 WEST CHESTER PIKE
NEWTOWN SQUARE
PA 19073
United States
NEWTOWN SQUARE
PA 19073
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
610-640-9551
Financials
Total AUM
$16.5B
Accounts
3,674Discretionary
$16.3B
Accounts
3,259Non-Discretionary
$195.4M
Accounts
415
Clients
Individual Clients
1AUM
$593K
HNW Individual Clients
258AUM
$11.4B
Pooled Vehicle Clients
9AUM
$2.5B
Charitable Organization Clients
65AUM
$943.5M
Corporation or Business Clients
76AUM
$1.7B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMNNCNENHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTWAWV
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.