VERIDAN WEALTH - Financial Advisor in Oregon, West Linn

Tel: 503-946-9733 1742 Willamette Falls Dr West Linn, Oregon 97068

About VERIDAN WEALTH

VERIDAN WEALTH is a West Linn, Oregon based financial advisory firm with nearly $304,646,230 in assets under management and provides investment advisory services for 669 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

329666

Firm SEC#:

801-130309

Assets Under Management:

$304,646,230

No. of Clients:

669

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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