Vericrest Private Wealth, LLC

Vericrest Private Wealth, LLC (CRD# 311111) is a financial advisory firm headquartered in Newtown, PA. They manage $127,197,147 in 279 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
41 University Drive, Suite 400, Newtown, PA 18940
http://www.vericrestprivatewealth.com
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $455,904
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Vericrest Private Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Griffin Haviken, financial advisor Newtown PA
Griffin M. Haviken
CRD#: 2565439
41 University Drive, Suite 400, Newtown, PA 18940

Griffin Haviken (CRD# 2565439) is an Investment Advisor Representative working at Vericrest Private Wealth, LLC in Newtown, PA and has over 14 years of experience in the finance industry.

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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