CRD: 115798
Veach Family Financial
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-1996
- Office Locations
- 1
Office Locations
About Veach Family Financial
Veach Family Financial (formerly Independent Financial Advisors) is a fee-only RIA serving individuals and families with personalized financial and investment advice. The firm emphasizes portfolio management and retirement-focused tax planning, led by founder Ray Veach, a CPA with 40+ years of tax experience, alongside CIO Reid Veach. Public filings indicate portfolios are primarily built with ETFs and mutual funds, custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Andrew Reid Veach
President, Senior Vice President
- CRD
- #7049447
- Ownership
- 50% but less than 75%
CLIFFORD RAY VEACH JR
Chief Compliance Officer, President, Senior Vice President, VICE PRESIDENT
- CRD
- #1544270
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,226,390 | $283,101 |
| Non-Discretionary | $4,268,937 | $4,268,937 |
| Total | $134,495,327 | $291,747 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing