Velerity Group, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Great Falls, Virginia
CRD number
42869
Registered since
June 11, 1997

Firm profile

FINTRX

Overview

Velerity Group, Inc. is a corporate advisory entity that registered with the SEC in 1997. FINTRX classifies ownership as a combination of a domestic entity and an individual and lists the firm's internal classification as unclassified. The dataset flags the firm as not operating as a capital allocator, not active on ESG investing, not a multi-state adviser, not a pension consultant, and not a related or newly formed adviser. FINTRX provides no further detail about the firm's advisory services, client segments, or fee arrangements.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Gabriel Ali

    AnalystCRD 7924297

  • Andrew Burch

    PresidentCRD 2739262

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Great Falls, VA

Fairfax

Location

Great Falls, VA

Headquartered in Great Falls, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
10431 New Ascot Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth