Craig Verdi Investments, LLC
RIAState Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$1.3M
Accounts
14
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 313435
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI67%
- Individuals33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Craig Verdi Investments, LLC is an owner-operated, independent registered investment adviser organized as an LLC and registered in Idaho. The firm focuses on portfolio management for individuals and small businesses and serves an individual and family client base. Its business model is fee-based, charging a percentage of assets under management. The firm does not present itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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