Verdence Capital Advisors, LLC
Verdence Capital Advisors, LLC (CRD# 288512) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $2,735,788,731 in 5,301 accounts and serve the financial needs of clients across 23 states (or territories).
-
Total Assets Under Management2,736MILLION
-
Total Number of Accounts5,301ACCOUNTS
-
Average Account Value$516,089
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WV
Mark Amberg (CRD# 2481269) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Alexandria, VA and has over 29 years of experience in the finance industry.
Matthew Andrulot (CRD# 4197694) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 23 years of experience in the finance industry.
Kevin Cuff (CRD# 3274631) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 24 years of experience in the finance industry.
Jason Edelson (CRD# 3241174) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 24 years of experience in the finance industry.
Megan Foard (CRD# 3126926) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 19 years of experience in the finance industry.
Brian Grumbach (CRD# 2834637) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 21 years of experience in the finance industry.
Prior to joining PKH Private Wealth Management, Charles Holt was a Senior Vice President of Investments in the Global Wealth Management Group at Merrill Lynch, bringing over 25 years of experience to the financial services industry. He received a B.A. in Finance from Michigan State University and in 1998 completed the Merrill Lynch Financial Consultants Program at The Wharton School, University of Pennsylvania. Charles specializes in developing and implementing advanced planning and investment strategies for high-net-worth families. He concentrates on clients’ primary concerns: preservation of capital, tax minimization and lifetime cash flow needs.
He lives in Alexandria, Virginia with his wife Christina and 3 daughters; Emma, Sophie & Greta.
Leo Kelly (CRD# 2872188) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 25 years of experience in the finance industry.
Matthew Moore (CRD# 1848803) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 33 years of experience in the finance industry.
John Morgan (CRD# 2643921) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 28 years of experience in the finance industry.