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VERITAS FINANCIAL CONSULTING LLC
CRD 314363
100 EAST HUNTINGTON DRIVE, SUITE 222, MONROVIA, CA, 91016, United States
Phone
(626) 263-4232
Fax
(626) 594-4991
Registration
— (—)
Source
State registered
Total AUM
$86.2M
Discretionary AUM
$85.6M
Team
2 total employees; 2 advisory reps; 21 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $17.4M |
| High net worth individuals | 36 | $68.9M |
All web addresses on file
Official SEC filing: View on IAPD