V
$15.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
99 ADV. Clients
5 yrs Firm Age
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- Custodian
- American Funds ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-12-2021
- Office Locations
- 1
Office Locations
-- Williamston MI
About Veterinary Financial Group LLC
Veterinary Financial Group LLC is a Williamston-based RIA. The firm has been operating for 5 years. Managing $15.0M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Principal.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$151.5K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
D
DANIEL JOSEPH O'TOOLE
Chief Compliance Officer, COMPLIANCE OFFICER, Financial Advisor, Managing Member, Owner
- CRD
- #3072082
- 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 | $0 | -- |
| Non-Discretionary | $15,000,000 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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