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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-13-2021
- Office Locations
- 2
Office Locations
About Verus Financial Group
Verus Financial Group is a state-registered fiduciary RIA offering cash management, guided investing, and goal-based retirement planning with a dedicated financial team and periodic reviews. Clients link outside accounts to build customized portfolios aligned to risk profile and time horizon. Assets are held at established custodians such as Schwab, with separate custodian statements.
Team overview
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Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MINH DUC VO
Advisor, Chief Compliance Officer, President
- CRD
- #5114922
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BRETT Anthony CRISTIANO
Financial Advisor, General Partner
- CRD
- #6142227
Anthony R Daoheuang
Portfolio Manager
- CRD
- #6884662
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,792,822 | $202,406 |
| Non-Discretionary | $7,873,908 | $1,124,844 |
| Total | $158,666,730 | $210,993 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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