VERITA STRATEGIC WEALTH PARTNERS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 335215). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Patrick Daniel Hayes | CHIEF COMPLIANCE OFFICER | — |
| Christine Leong Connors | CO-FOUNDER | — |
| Kelly Cesare Coffey | CO-FOUNDER | — |
| Iain Russell Mcneil | CHIEF OPERATING OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (415) 520-4345 |
| — | — | 1 | 4155204345 |
| — | — | 1 | (415) 520-4345 |
| — | — | 1 | 4155204345 |