Verum Partners LLC
Verum Partners LLC (CRD# 301058) is a financial advisory firm headquartered in Charlotte, NC. They manage $740,408,167 in 1,287 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management740MILLION
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Total Number of Accounts1,287ACCOUNTS
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Average Account Value$575,298
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, GA, NC, SC, TN, TX, VA
Mary Garren (CRD# 7808715) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Breton Tagg (CRD# 6604670) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 2 years of experience in the finance industry.
Austin Tilles (CRD# 7171376) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 4 years of experience in the finance industry.