Vellos Asset Management, LLC
Vellos Asset Management, LLC (CRD# 176534) is a financial advisory firm headquartered in , . They manage $1,050,000 in 45 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Vellos Asset Management, LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$23,333
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA
Financial Advisors at Vellos Asset Management, LLC
No Advisor Found.
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