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VEERY CAPITAL, LLC
VEERY CAPITAL, LLC
WILMINGTON, Delaware
·
4 registered advisors
·
CRD# 298465
SEC# 801-114003
0
(302) 660-3350
01
Firm Overview
AUM
$739M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at VEERY CAPITAL, LLC
4 registered advisors
Cortney B Milner
WILMINGTON, Delaware
CRD# 5420374
David Christopher Benfer
WILMINGTON, Delaware
CRD# 2449219
Kathleen Simolike
WILMINGTON, Delaware
CRD# 5686774
Matthew James Macneal
WILMINGTON, Delaware
CRD# 3069555
05
Office Locations
WILMINGTON, Delaware
4 advisors
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Data sourced from SEC Form ADV filings. VEERY CAPITAL, LLC (CRD# 298465) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.