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Kathleen Simolike

VEERY CAPITAL, LLC·WILMINGTON, Delaware
Unclaimed Profile
112 S FRENCH ST, WILMINGTON, DE 19801CRD# 5686774Firm CRD# 298465
01

About

Kathleen Simolike is a registered financial advisor based in WILMINGTON, Delaware, affiliated with VEERY CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VEERY CAPITAL, LLC
VEERY CAPITAL, LLC
AUM
$739M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at VEERY CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5686774
Firm CRD# 298465
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathleen Simolike offer?
Kathleen Simolike specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Kathleen Simolike's credentials?
Kathleen Simolike is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Simolike located?
Kathleen Simolike is based in WILMINGTON, Delaware, working with VEERY CAPITAL, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Kathleen Simolike charge for services?
Kathleen Simolike's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VEERY CAPITAL, LLC?
VEERY CAPITAL, LLC has approximately 12 employees and manages $739M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILMINGTON
Margaret Cecelia Ritter — DT INVESTMENT PARTNERS, LLCCortney B Milner — VEERY CAPITAL, LLCJulian William Mark Chadwick — HIGHCROSS STRATEGIC PARTNERS, LLCLaurie Ann Conslato — DUPONT CAPITAL MANAGEMENT CORPKevin Michael Keefe — REALTA INVESTMENT ADVISORS, INC
Nearby cities in Delaware
GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
GREENVILLE GuideDOVER GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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