Veros Capital Management, Inc.
Firm details
- Headquarters
- Santa Ana, California
- CRD number
- 127904
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Veros Capital Management, Inc. is set up as a corporation operating as an independent registered investment adviser. FINTRX classifies ownership as a mix of a domestic entity and an individual. The firm reports advisory activity focused on discretionary portfolio management for individuals and small businesses as well as for businesses or institutional clients. It is not identified as a multi-state adviser, pension consultant, related adviser, or an ESG-focused manager. The firm's fee arrangements include both a percentage-of-assets model and performance-based fees, which can indicate arrangements tailored for higher-touch or alternative strategies where incentive comp is common. FINTRX does not list the year Veros registered with the SEC.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Darius Bozorgi
President, CEOCRD 4743570

Bijan Bozorgi
Chief Financial OfficerCRD 1098490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Ana, CA
Orange
Location
Santa Ana, CA
Headquartered in Santa Ana, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 2333 N Broadway
- Time zone
- PT (UTC-8)
- Office locations
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