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
By the Numbers
-
Total Assets Under Management469MILLION
-
Total Number of Accounts11ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Verdis Investment Management, LLC
No Advisor Found.
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