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VERUM PARTNERS LLC

Tel: (980) 771-3999
2333 Randolph Road
Suite 250
Charlotte, North Carolina  28207

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VERUM PARTNERS LLC

VERUM PARTNERS LLC is a Charlotte, North Carolina based financial advisory firm with nearly $827,584,409 in assets under management and provides investment advisory services for 1392 clients. There are currently 16 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

301058

SEC#:

801-115236

No. of Clients:

1392

Assets under Management

$827,584,409

No. of Advisors:

16

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