Veda Financial Investment Advisory

Veda Financial Investment Advisory (CRD# 173448) is a financial advisory firm headquartered in Long Beach, CA. They manage $27,000,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
850 East Ocean Boulevard, 611, Long Beach, CA 90802
https://twitter.com/veda_financial
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $490,909
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Veda Financial Investment Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Urmimala Dasgupta, financial advisor Newport Beach CA
Urmimala Dasgupta
CRD#: 5652415
Newport Beach, CA

Urmimala Dasgupta (CRD# 5652415) is an Investment Advisor Representative working at Veda Financial Investment Advisory in Newport Beach, CA and has over 10 years of experience in the finance industry.

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