C
$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2021
- Office Locations
- 2
Office Locations
-- Boise ID
-- Eagle ID
About Craig Verdi Investments, LLC
Craig Verdi Investments, LLC is a Boise-based RIA with 2 offices. The firm has been operating for 5 years. Managing $18.0M in total assets under management, with 2 advisory representatives. They custody assets with Altruist.
Team overview
65 AVG AGE
$9.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CRAIG THOMAS VERDI
Founder, President
- CRD
- #1388703
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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E
EDWARD ANTHONY BONDY
--
- CRD
- #869085
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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