VERBATIM FINANCIAL

VERBATIM FINANCIAL is an SEC-registered investment adviser (CRD 306685). Regulatory assets under management: $52.3M.

Registration

• CRD: 306685
• Type: Registered investment adviser
• Phone: 404-781-9354
• Latest filing: 2024-03-01
• Regulatory AUM: $52.3M
• Discretionary AUM: $22.7M
• Non-discretionary AUM: $29.6M
• Clients: 1
• Accounts: 135

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search