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VERDIS INVESTMENT MANAGEMENT, LLC
VERDIS INVESTMENT MANAGEMENT, LLC
WEST CONSHOHOCKEN, Pennsylvania
·
4 registered advisors
·
CRD# 134445
SEC# 801-65821
0
610-397-1600
01
Firm Overview
AUM
$469M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at VERDIS INVESTMENT MANAGEMENT, LLC
4 registered advisors
Brooks Allen Blake
WEST CONSHOHOCKEN, Pennsylvania
CRD# 2774276
James C. Biddle
WEST CONSHOHOCKEN, Pennsylvania
CRD# 5037994
Kevin M Gaffey
WEST CONSHOHOCKEN, Pennsylvania
CRD# 2289545
Steven R. Kim
WEST CONSHOHOCKEN, Pennsylvania
CRD# 5078124
05
Office Locations
WEST CONSHOHOCKEN, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. VERDIS INVESTMENT MANAGEMENT, LLC (CRD# 134445) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.