CRD: 173448
Veda Financial Investment Advisory
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-2015
- Office Locations
- 2
Office Locations
About Veda Financial Investment Advisory
Veda Financial is a U.S. RIA providing personalized wealth management and active portfolio management for individuals, families, businesses, and institutions. The firm pairs risk-managed portfolios focused on capital preservation and long-term growth with holistic planning across IRA/401(k) retirement, tax strategy, estate planning, and insurance. Investment toolset spans equities, fixed income, ETFs, REITs, mutual funds, and alternatives; also serves women in transition, medical professionals, and corporate executives. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
URMIMALA DASGUPTA
Investment Advisor, PORTFOLIO MANAGER
- CRD
- #5652415
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Kavi Singh Virk
--
- CRD
- #2854323
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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