Velocity Partners

Velocity Partners (CRD# 164033) is a financial advisory firm headquartered in Los Gatos, CA. They manage $51,800,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $1,438,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Velocity Partners
Showing 1 - 1 of 1 top financial advisors.
1
James J. Vernale
CRD#: 2300557
Los Gatos, CA
93
Wealthminder
score

James Vernale (CRD# 2300557) is an Investment Advisor Representative working at Velocity Partners in Los Gatos, CA and has over 24 years of experience in the finance industry.

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