Veda Financial

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

Current Firm Details
https://www.facebook.com/veda-financial-522989957896054
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
Showing 1 - 1 of 1 top financial advisors.
1
Urmimala Dasgupta, financial advisor Long Beach CA
Urmimala Dasgupta
CRD#: 5652415
Long Beach, CA

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

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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