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Building 2VERDIS INVESTMENT MANAGEMENT, LLC

Map pinWEST CONSHOHOCKEN, PA
Phone610-397-1600
NotebookSEC #801-65821
Total AUM
$497M
Employees
11
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE TOWER BRIDGE, 100 FRONT STREET
SUITE 1150
WEST CONSHOHOCKEN
PA 19428
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Phone
610-397-1600

ReceiptFinancials

Total AUM
$497M
Accounts
10
Discretionary
$497M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
2
AUM
$82.2M
Pooled Vehicle Clients
7
AUM
$413.6M
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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