Investment adviser · CRD 106594

VERITRUST FINANCIAL, LLC

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Sep 27, 2013

Regulatory AUM
$70.5M
Form ADV · Item 5.F
Client accounts
570
Accounts, not individual clients
Employees
73
Reported in this filing
Advisory professionals
36
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 27, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

3755 CAPITAL HIGHWAY SOUTH, SUITE 130
AUSTIN, TX, 78704-6623, United States

CRD 106594

Filing source

Form ADV 758864 · Sep 27, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.