Veritas Financial Services, LLC
Firm details
- Headquarters
- Plymouth, Wisconsin
- CRD number
- 146264
- Website
- veritasinvesting.com
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Services
- Financial PlanningSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Veritas Financial Services, LLC is a privately owned limited liability company that operates as a capital allocator and adviser. The firm offers financial planning and coordinates external managers on clients’ behalf, and supplements that advisory work with publications and educational seminars or workshops. Its compensation arrangements include a percentage-of-assets fee, hourly billing and other fee types. Veritas does not identify itself as an active ESG investor.
Assets & Accounts
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
Location
Plymouth, WI
Sheboygan
Location
Plymouth, WI
Headquartered in Plymouth, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- Sheboygan
- Address
- 506 E Mill St
- Time zone
- CT (UTC-6)
- Office locations
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