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
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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