Large Firm

VERUS CAPITAL PARTNERS, LLC

14301 N 87th Street, Scottsdale AZ 85260

(480) 990-3719

N/A

Firm Details

The basic information about the firm.

Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets: $1,564,473,891.00
Number of Accounts This is the total number of open accounts the firm has under management.: 6591
Number of Employees This is the total number of employees that work at the firm.: 49
Investment Employees Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: 46

Information about the services offered and fee structure.

Services: Financial PlanningPortfolio ManagementBusiness Investment ManagementConsultingSelection of Other AdvisorsPublicationEducation
Fee Structure: Percentage of Assets Under ManagementHourlyFixed Fee
Activities: Trade/Sell Self-Recommended Securities
Securities Buy/Sell Client Account
Trade Quantity

Information about the firm's clients.

High Net Worth Clients A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth: 1839
High Net Worth AUM This is the total number of assets under management for all clients the firm identifies as high net worth: $1,261,456,132.00
Pension Profit Sharing Clients Clients of the firm that participate in a profit sharing plan which the firm performs financial services: 161
Charitable Organization Clients Number of clients the firm identifies as Charitable Organizations: 161
Charitable Organization AUM Total number of assets under management for clients the form identifies as a “charitable organization”: $6,415,727.00
Corporate Clients Corporate clients are any companies that enlist the investment adviser for wealth management services: 32
Corporate AUM Total number of assets under management for clients the form identifies as “corporate”: $12,544,827.00
None US Client Percentage This is the total number of open accounts the firm has under management.: 0%