VERITAS FINANCIAL CONSULTING LLC

VERITAS FINANCIAL CONSULTING LLC of MONROVIA, CA is an SEC-registered investment adviser (CRD 314363). Regulatory assets under management: $86.2M.

Registration

• CRD: 314363
• Type: Registered investment adviser
• Location: 100 EAST HUNTINGTON DRIVE, MONROVIA, CA, 91016
• Phone: (626) 263-4232
• Latest filing: 2026-03-09
• Regulatory AUM: $86.2M
• Discretionary AUM: $85.6M
• Non-discretionary AUM: $634K
• Clients: 2
• Accounts: 203

Business model

Compensation: % of AUM, 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 314363 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search