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VERATIS ADVISORS, INC.

Tel: 919-460-8875
1400 Crescent Green
Suite 110
Cary, North Carolina  27518-8118

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VERATIS ADVISORS, INC.

VERATIS ADVISORS, INC. is a Cary, North Carolina based financial advisory firm with nearly $4,429,232,164 in assets under management and provides investment advisory services for 394 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

117892

SEC#:

801-60849

No. of Clients:

394

Assets under Management

$4,429,232,164

No. of Advisors:

7

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