$692.3K Total AUM
$692.3K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
-- Sandy UT
About Verticus Advisors Inc.
Verticus Advisors Inc. is an independent RIA in the Salt Lake City area serving individuals, families, and business owners with holistic financial planning, disciplined investment management, and tax preparation/planning (including for trusts and estates). Led by founder Ryan Cooper, CPA/PFS, with 15+ years in public accounting focused on tax and retirement planning. Custodies through SEI.
Team overview
-- AVG AGE
$692.3K AVG AUM / ADVISOR
$115.4K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
R
Ryan Thomas Cooper
Chief Compliance Officer, Managing Member
- CRD
- #7319761
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $692,331 | -- |
| Non-Discretionary | $0 | -- |
| Total | $692,331 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing