Verus Financial Partners is an investment advisor in Richmond with $983.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Former names
Kuehl Shepherd Kozlowski & Associates,Inc.
SEC CIK
IRS number
541631632
SEC advisor number
801-129875
FINRA CRD number
315153
AUM ?
$100.67 mm
(as of 11 Mar 24)
Accounts
599
(as of 11 Mar 24)
Employees
9
(5 investment advisory or research)
Address
Verus Financial Partners
9030 STONY POINT PARKWAY SUITE 160
RICHMOND
VA 23235
9030 STONY POINT PARKWAY SUITE 160
RICHMOND
VA 23235
Phone
804-592-3465
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 May 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
SC 13G
Verus Financial Partners / Verus Financial Partners ownership change
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22