$109.6M Total AUM
$109.6M Disc. AUM
-- 3Y CAGR
8 Employees
150 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-2020
- Office Locations
- 1
Office Locations
2355 SAN Ramon Valley Blvd, Suite 204 SAN Ramon CA
About Veraz Advisors
Veraz Advisors is a San Ramon, CA RIA providing financial planning and portfolio management for business owners and other investors, with support across tax, estate/legacy, insurance and business-succession planning. Portfolios are ETF-led, complemented by mutual funds, fixed income and select alternatives. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$36.5M AVG AUM / ADVISOR
$730.4K AVG AUM / CLIENT
3.2 yrs AVG TENURE
8 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
J
Jay Mehta
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6877344
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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S
Sergio Rivera Vazquez
--
- CRD
- #2373172
Available
Available
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V
VICTOR M. VALLE
--
- CRD
- #4523573
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,563,851 | $255,990 |
| Non-Discretionary | $0 | -- |
| Total | $109,563,851 | $255,990 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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