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VEERY CAPITAL, LLC
CRD 298465 · SEC 801-114003
24 W MARKET STREET, WEST CHESTER, PA, 19382, United States
Phone
(302) 660-3350
Fax
(302) 261-7345
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$971.4M
Discretionary AUM
$497.0M
Team
13 total employees; 6 advisory reps; 14 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 165 | $47.8M |
| High net worth individuals | 87 | $353.6M |
| Pension/profit sharing plans | 61 | $570.0M |
| Charitable organizations | 1 | $7K |
States served
DE, LA, MD, NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD