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VEDA FINANCIAL INVESTMENT ADVISORY
VEDA FINANCIAL
CRD 173448
120 NEWPORT CENTER DR, STE 286, NEWPORT BEACH, CA, 92660, United States
Phone
6125628910
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.0M
Discretionary AUM
$55.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $55.0M |
All web addresses on file
Official SEC filing: View on IAPD