VEDA INVESTMENT GROUP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHEVY CHASE, Maryland
CRD number
305728
Registered since
December 9, 2024

Firm profile

FINTRX

Overview

Veda Investment Group, LLC is an individually owned limited liability company that became registered with the SEC in 2024. FINTRX classifies the adviser as unclassified and the firm does not present itself as a capital allocator. The record flags that the adviser is not an active ESG investor and is not registered as a multistate adviser. The firm has not supplied granular descriptions of its advisory activities, client segments, or business lines in the provided data, so its target client types and service model are not documented in the FINTRX snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SUMESH SOOD

    Chief Investment Officer & Managing PartnerCRD 5026701

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHEVY CHASE, MD

MONTGOMERY

Location

CHEVY CHASE, MD

Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
5425 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth