VELERITY GROUP, INC.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
GREAT FALLS, Virginia
CRD number
42869
Registered since
June 11, 1997

Firm profile

FINTRX

Overview

Velerity Group, Inc. is an SEC-registered corporate adviser first registered in 1997. FINTRX classifies the firm as "Unclassified" and identifies its ownership as a combination of a domestic entity and an individual. The database flags the firm as not being a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser. Core details such as client types, fee schedules, and specific advisory services are not provided in the source data, which limits visibility into the firm's business model and service offerings.

Assets & Accounts

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

Contacts

3 of 4
  • KENNETH GEORGE

    FinOpCRD 2643369

  • Gabriel Ali

    AnalystCRD 7924297

  • ANDREW BURCH

    PresidentCRD 2739262

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREAT FALLS, VA

FAIRFAX

Location

GREAT FALLS, VA

Headquartered in GREAT FALLS, VA, 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
FAIRFAX
Address
10431 New Ascot Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth