Veltra Capital

Veltra Capital (CRD# 312241) is a financial advisory firm headquartered in , . They manage $3,972,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.veltracap.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $209,053
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Veltra Capital
Showing 1 - 1 of 1 top financial advisors.
1
Maria Travieso, financial advisor Santa Monica CA
Maria C. Travieso
CRD#: 6990558
Santa Monica, CA

Maria Travieso (CRD# 6990558) is an Investment Advisor Representative working at Veltra Capital in Santa Monica, CA and has over 5 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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