Updated:
VERATIS ADVISORS, INC.
VERATIS ADVISORS, INC. is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-03-31, it...
Overview
VERATIS ADVISORS, INC. is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-03-31, it reported regulatory assets under management of $5,994,203,169; 582 advisory accounts; 8 employees; services including Financial planning, Portfolio management for individuals and small businesses, Portfolio management for businesses and institutional clients. Regulatory AUM is the measure defined in Form ADV. These are reported figures, not independently verified by Altss. SEC registration does not constitute approval or endorsement.
General information
Firm type
Registered Investment Adviser
Location
Region
North America
Country
United States
City
CARY
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research VERATIS ADVISORS, INC. in Altss
Explore available research and relationship coverage for this adviser in Altss.