VARRA FINANCIAL
Firm details
- Headquarters
- LOUISVILLE, Colorado
- CRD number
- 324044
- Registered since
- December 9, 2022
- Website
- www.varrafinancial.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.85%
- Individuals38.05%
- Charitable Organizations0.82%
- Corporations / Businesses0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Varra Financial is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual/family and institutional clients and earns fees on a percentage-of-AUM and fixed-fee basis. Its principal advisory services are financial planning, portfolio management for individuals and small businesses, and pension consulting. Varra Financial reports that it does not act as a capital allocator and is not positioned as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds62%
- State & Local Bonds10%
- Exchange Traded Equities8%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds6%
Contacts
3 of 6Chanda Sloat
Financial AdvisorCRD 7764982
Matthew Danaher
Financial AdvisorCRD 6794514
JAMES JOHNSON
Partner, Financial AdvisorCRD 5621121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOUISVILLE, CO
BOULDER
Location
LOUISVILLE, CO
Headquartered in LOUISVILLE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 1849 Cherry St
- Time zone
- MT (UTC-7)
- Office locations
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