R
$27.8M Total AUM
$27.8M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-19-1994
- Office Locations
- 1
Office Locations
-- Playa DEL REY CA
About Richard Veerman
Richard Veerman is a Playa DEL REY-based RIA. The firm has been operating for 32 years. Managing $27.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Pershing.
Team overview
-- AVG AGE
$27.8M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD VEERMAN
Chief Compliance Officer, Director, Owner
- CRD
- #2376731
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,828,697 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,828,697 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Other:
Available U.S. Government/Agency:
Available Cash:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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