$13.3M Total AUM
$13.3M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
14 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-29-2011
- Office Locations
- 1
Office Locations
-- Littleton CO
About Vero Advisors, LLC
Vero Advisors, LLC is a deliberately small, independent RIA in Littleton, CO providing intensely personal portfolio management for individuals with $100k+ to invest, focused on preserving and growing assets through asset allocation and portfolio construction. Public filings show SMAs invested primarily in ETFs (with cash sleeves) and custody via TradePMR.
Team overview
-- AVG AGE
$13.3M AVG AUM / ADVISOR
$533.4K AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
R
ROBERT ESTEN DIXON II
President
- CRD
- #4546317
- 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 | $13,334,972 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,334,972 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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