Velerity Group, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
5
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 organized as a corporation and has been SEC-registered since 1997. Public filings identify the owner type as both a domestic entity and an individual; the firm's regulatory classification is listed as unclassified. Disclosure on investment strategy, client segments, fee schedules, and day-to-day advisory activities is limited. The firm does not self-identify as a capital allocator and is not marked as an active ESG investor. It is not reported to operate as a multi-state adviser, was not newly formed, and is not listed as a pension consultant or a related adviser in the available records.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Andrew Burch

    Andrew Burch

    Senior AdvisorCRD 2739262

  • Mir Ali

    Mir Ali

    FounderCRD 2582036

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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