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VERT ASSET MANAGEMENT LLC
VERT ASSET MANAGEMENT LLC
SAUSALITO, California
·
3 registered advisors
·
CRD# 288445
SEC# 801-110846
0
415-650-7179
01
Firm Overview
AUM
$349M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at VERT ASSET MANAGEMENT LLC
3 registered advisors
Ashley Michelle Hatt
SAUSALITO, California
CRD# 5842054
Samuel Chase Adams
SAUSALITO, California
CRD# 2788166
Sarah Jessica Adams
SAUSALITO, California
CRD# 3262023
05
Office Locations
SAUSALITO, California
3 advisors
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Data sourced from SEC Form ADV filings. VERT ASSET MANAGEMENT LLC (CRD# 288445) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.