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).
Total Assets Under Management52MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$1,438,889
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
James Vernale (CRD# 2300557) is an Investment Advisor Representative working at Velocity Partners in Los Gatos, CA and has over 25 years of experience in the finance industry.