Craig Verdi Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313435
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI67%
- Individuals33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Craig Verdi Investments, LLC is an individual-owned LLC that provides fee-based portfolio management primarily for individuals and small businesses. The firm charges a percentage of assets under management and operates as an advisory-only practice rather than a multi-state or institutional consultant. Its advisory scope centers on direct portfolio management rather than acting as a capital allocator or manager of pooled investment products. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Edward Bondy
Insurance AgentCRD 869085
Craig Verdi
Founder & Wealth AdvisorCRD 1388703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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