Company Overview
- Headquarters
- 200 Providence Rd., Suite 104, Charlotte NC
- Website
- verumpartnership.com
- Employees
- 3
- Founded in
- 2019
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Verum Partners
Verum Partners is a fee-only, employee-owned, independent financial advisory firm based in Charlotte, North Carolina. With a team of 3 employees, the company is dedicated to providing personalized financial guidance to individuals and families. Verum Partners offers a range of financial advisory services, including retirement planning, investment management, and wealth management. Their approach prioritizes transparency and collaboration, working closely with clients to understand their unique goals and develop tailored financial strategies. The firm distinguishes itself through its commitment to fee-only transparency, ensuring clients are only charged for services rendered. As an employee-owned firm, Verum Partners fosters a strong sense of ownership and accountability, aligning the interests of advisors and clients. To learn more about Verum Partners' services or schedule a consultation, please visit their website at verumpartnership.com.
Company Leadership
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
10M | 35 | Dallas, TX | 1961 | |
10M | 23 | San Francisco, CA | ||
10M | 1 | Miami Beach, FL | ||
10M | 7 | Burr Ridge, IL | 2012 | |
10M | 1 | Cheyenne, WY | 1953 |