Verdis Investment Management, LLC

Verdis Investment Management, LLC (CRD# 134445) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $468,910,486 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
One Tower Bridge, 100 Front Street, Suite 1150, West Conshohocken, PA 19428
https://www.linkedin.com/company/verdis-investment-management/about/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $42,628,226
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Verdis Investment Management, LLC
No Advisor Found.

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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