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Financial Advisor
North Carolina
Cary
VERATIS ADVISORS, INC.

VERATIS ADVISORS, INC.

Tel: 919-460-8875 1400 Crescent Green Suite 110 Cary, North Carolina 27518-8118

About VERATIS ADVISORS, INC.

VERATIS ADVISORS, INC. is a Cary, North Carolina based financial advisory firm with nearly $4,429,232,164 in assets under management and provides investment advisory services for 394 clients. There are currently 7 financial advisors at the firm.

General Information
Firm CRD#:

117892

Firm SEC#:

801-60849

Assets Under Management:

$4,429,232,164

No. of Clients:

394

No. of Advisors:

7

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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