Veritas Financial Consulting LLC

Veritas Financial Consulting LLC (CRD# 314363) is a financial advisory firm headquartered in Monrovia, CA. They manage $61,514,118 in 202 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 East Huntington Drive, Suite 222, Monrovia, CA 91016
http://www.veritasfinancialconsulting.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $304,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Veritas Financial Consulting LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joshua Garcia, financial advisor Monrovia CA
Joshua D. Garcia
CRD#: 5819452
100 East Huntington Drive, Suite 222, Monrovia, CA 91016

Joshua Garcia (CRD# 5819452) is an Investment Advisor Representative working at Veritas Financial Consulting LLC in Monrovia, CA and has over 13 years of experience in the finance industry.

2
Kevin Cifuentes, financial advisor Monrovia CA
Kevin A. Cifuentes
CRD#: 7417090
100 East Huntington Drive, Suite 222, Monrovia, CA 91016

Kevin Cifuentes (CRD# 7417090) is an Investment Advisor Representative working at Veritas Financial Consulting LLC in Monrovia, CA and has over 2 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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