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Building 2VERIPAX FINANCIAL MANAGEMENT, LLC

Map pinFOLSOM, CA
Phone916-358-5635
NotebookSEC #801-76894
Total AUM
$43.2M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 PARKSHORE DR., STE 100
FOLSOM
CA 95630
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
916-358-5635

ReceiptFinancials

Total AUM
$43.2M
Accounts
330
Discretionary
$43.2M
Accounts
330
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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