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Building 2VERUS CAPITAL PARTNERS, LLC

Map pinSCOTTSDALE, AZ
Phone480-990-3719
NotebookSEC #801-78989
Total AUM
$2.3B
Employees
68
Clients
5,642

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8300 N HAYDEN RD
SUITE A207
SCOTTSDALE
AZ 85258
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
480-990-3719
Other Offices
31

ReceiptFinancials

Total AUM
$2.3B
Accounts
7,289
Discretionary
$2.3B
Accounts
7,289
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4,660
AUM
$1B
HNW Individual Clients
426
AUM
$1B
Pension/Profit Sharing Plan Clients
482
AUM
$193.5M
Charitable Organization Clients
17
AUM
$5.3M
Corporation or Business Clients
57
AUM
$16.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARAZCACODEFLGAHIIDILINLAMAMDMNMSMTNCNENJNMNVNYOHOKORPASCTNTXUTVAWAWI

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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