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 an independent, California-based advisory corporation that provides portfolio management services to both individuals/small businesses and to business or institutional clients. Ownership is listed as a mix of a domestic entity and an individual. The firm’s compensation model includes a percentage-of-assets-under-management fee and the capacity to charge performance-based fees. It is not described as an ESG-focused adviser, does not operate as a multi-state adviser, and is not identified as a pension consultant or a related adviser. The firm is not designated as a capital allocator.
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
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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