VERUS ADVISORY, INC. of SEATTLE, WA is an SEC-registered investment adviser (CRD 110565). Regulatory assets under management: $19.4B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey James Maclean | DIRECTOR/CEO/SHAREHOLDER; SHAREHOLDER | — |
| Kraig Stuart Mccoy | DIRECTOR/PRESIDENT/CHIEF FINANCIAL OFFICER/SHAREHOLDER | — |
| Warren R Spencer | CHIEF COMPLIANCE OFFICER | — |
| Ian M Toner | CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |
| Anne Elizabeth Westreich | DIRECTOR/MANAGING DIRECTOR SENIOR CONSULTANT/SHAREHOLDER | — |
| DENNIS BARRY WALTER | DIRECTOR; DIRECTOR, VERUS HOLDINGS COMPANY | — |
| SWENSEN ANGELA JOY | CCO/SHAREHOLDER OF WURTS & ASSOCIATES & CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR); CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SHAREHOLDER (+3 more) | — |
| WURTS WILLIAM WHITNEY | CHAIRMAN; CHAIRMAN/CHIEF EXECUTIVE OFFICER; CHAIRMAN/SHAREHOLDER (+2 more) | — |
| MACLEAN JEFFREY JAMES | CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF VERUS HOLDINGS COMPANY; CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS & ASSOCIATES INC.; CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS, INC. (+9 more) | — |
| WOLFE EDWARD JAMES | DIRECTOR | — |
| RUTLEDGE TIMOTHY CHARLES | SENIOR CONSULTANT; SENIOR CONSULTANT/SHAREHOLDER | — |
| WYMAN RICHARD CAMERON | PRINCIPAL; SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| HEIER SHELLY JEAN | CONSULTANT; DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER; DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF VERUS HOLDINGS COMPANY (+7 more) | — |
| WHALEN SCOTT JEROME | EVP/SENIOR CONSULTANT/SHAREHOLDER; EVP/SENIOR CONSULTANT/SHAREHOLDER OF VERUS HOLDINGS COMPANY; EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES (+3 more) | — |
| SCOTT JEFFREY CARL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER OF WURTS & ASSOCIATES INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR); CHIEF INVESTMENT OFFICER OF WURTS, INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) (+3 more) | — |
| MCCOY KRAIG STUART | CFO/CCO WURTS, INC. & COO/CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR); CFO OF VERUS HOLDINGS COMPANY & COO OF VERUS INVESTORS LLC (RELYING ADVISOR); CFO OF WURTS, INC. & COO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) (+3 more) | — |
| SPENCER WARREN R | CCO; CCO OF VERUS HOLDINGS COMPANY, VERUS ADVISORY INC., AND VERUS INVESTORS, LLC; CHIEF COMPLIANCE OFFICER | — |
| Toner Ian M | CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |