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Brooks Allen Blake

VERDIS INVESTMENT MANAGEMENT, LLC·WEST CONSHOHOCKEN, Pennsylvania
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200 FOUR FALLS CORPORATE CENTER, WEST CONSHOHOCKEN, PA 19428-2958CRD# 2774276Firm CRD# 134445
01

About

Brooks Allen Blake is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with VERDIS INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
VERDIS INVESTMENT MANAGEMENT, LLC
VERDIS INVESTMENT MANAGEMENT, LLC
AUM
$469M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at VERDIS INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2774276
Firm CRD# 134445
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brooks Allen Blake offer?
Brooks Allen Blake specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Brooks Allen Blake's credentials?
Brooks Allen Blake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brooks Allen Blake located?
Brooks Allen Blake is based in WEST CONSHOHOCKEN, Pennsylvania, working with VERDIS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Brooks Allen Blake charge for services?
Brooks Allen Blake's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERDIS INVESTMENT MANAGEMENT, LLC?
VERDIS INVESTMENT MANAGEMENT, LLC has approximately 12 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST CONSHOHOCKEN
Kristen Nolan Winsko — BOENNING & SCATTERGOOD, INC.James C. Biddle — VERDIS INVESTMENT MANAGEMENT, LLCSteven R. Kim — VERDIS INVESTMENT MANAGEMENT, LLCKevin M Gaffey — VERDIS INVESTMENT MANAGEMENT, LLCJr. Charles Burkhart — ROSEMONT INVESTMENT PARTNERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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