Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200836286
SEC advisor number
801-62911
FINRA CRD number
130758
AUM ?
$16.53 bn
(as of 30 Mar 23)
Accounts
3,674
(as of 30 Mar 23)
Employees
88
(50 investment advisory or research)
Address
Veritable
C/O THE CORPORATION TRUST COMPANY
CORPORATION TRUST CENTER,1209 ORANGE ST.
WILMINGTON
DE 19801
C/O THE CORPORATION TRUST COMPANY
CORPORATION TRUST CENTER,1209 ORANGE ST.
WILMINGTON
DE 19801
Phone
610-640-9551
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21