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Matthew David Haab

VEROS PARTNERS, INC.·INDIANAPOLIS, Indiana
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5935 SOUTH EMERSON AVE., INDIANAPOLIS, IN 46237CRD# 4581391Firm CRD# 122299
01

About

Matthew David Haab is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with VEROS PARTNERS, INC.. 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
03

Firm Overview

Firm
VEROS PARTNERS, INC.
VEROS PARTNERS, INC.
AUM
$168M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at VEROS PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4581391
Firm CRD# 122299
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew David Haab offer?
Matthew David Haab specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Matthew David Haab's credentials?
Matthew David Haab is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew David Haab located?
Matthew David Haab is based in INDIANAPOLIS, Indiana, working with VEROS PARTNERS, INC.. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Matthew David Haab charge for services?
Matthew David Haab's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VEROS PARTNERS, INC.?
VEROS PARTNERS, INC. has approximately 3 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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