Veros Capital Management, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Darius Bozorgi

    Darius Bozorgi

    President, CEOCRD 4743570

  • Bijan Bozorgi

    Bijan Bozorgi

    Chief Financial OfficerCRD 1098490

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth