VERUS FINANCIAL PARTNERS, INC. of RICHMOND, VA is an SEC-registered investment adviser (CRD 106744). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| David Alexander Kozlowski | PRESIDENT | — |
| Julie Anne Waitman | SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Edward L Hoppe | SR. VICE PRESIDENT | — |
| William James Lagos | SR. VICE PRESIDENT | — |
| Brian James Welch | VICE PRESIDENT | — |
| KUEHL NANCY REED | SEC./TREAS., CFO; SENIOR VICE-PRESIDENT, SEC.-TREAS., COMPLIANCE; SR. V.P., CHIEF COMPLIANCE OFFICER | — |
| KUEHL HOWARD WILLIAM | CHAIRMAN; CHAIRMAN, CO-CEO | — |
| SHEPHERD JAMES MANNY | PRESIDENT, CEO; PRESIDENT, CO-CEO; SR. VICE PRESIDENT, CHAIRMAN (+1 more) | — |
| KOZLOWSKI DAVID ALEXANDER | PRESIDENT; PRESIDENT, CEO; SR. VICE PRESIDENT | — |
| WAITMAN JULIE ANNE | SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HOPPE EDWARD L | SR. VICE PRESIDENT; VICE PRESIDENT | — |
| REYNOLDS PHYLISS LOUISE | VICE PRESIDENT | — |
| LAGOS WILLIAM JAMES | SR. VICE PRESIDENT; VICE PRESIDENT | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 804-592-3465 |
| — | — | 1 | 804-592-3465 |