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Building 2VERITRUST FINANCIAL, LLC

Map pinAUSTIN, TX
Phone512-448-0647
NotebookSEC #801-71237
Total AUM
$70.5M
Employees
73
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3755 CAPITAL HIGHWAY SOUTH
SUITE 130
AUSTIN
TX 78704-6623
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
512-448-0647

ReceiptFinancials

Total AUM
$70.5M
Accounts
570
Discretionary
$27.4M
Accounts
195
Non-Discretionary
$43.1M
Accounts
375

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEE FOR MONEY MANAGER SEARCH/MONITORING

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
ALAZCACODEFLILLAMAMDMINCNJNMORPATXWAWI

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

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