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
801-41983
FINRA CRD number
106744
AUM ?
$983.05 mm
(as of 29 Nov 22)
Accounts
2,246
(as of 29 Nov 22)
Employees
18
(11 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
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
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21
13F-HR
Quarterly holdings report by institutional manager
23 Jul 21
13F-HR
Quarterly holdings report by institutional manager
27 Apr 21
13F-HR
Quarterly holdings report by institutional manager
10 Feb 21