Veltria Advisors Corp.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 189514
- Registered since
- September 27, 2018
- Custodians
- MORGAN STANLEY & CO. LLC, CITIGROUP GLOBAL MARKETS INC., J.P. MORGAN SECURITIES INC., STONEX FINANCIAL INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.2%
- Individuals2.8%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Veltria Advisors Corp. is an independent registered investment adviser that has been SEC-registered since 2018. The firm describes itself as a capital allocator serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and third-party adviser selection. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor and reports affiliations with a banking or thrift institution.
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 Equities52%
- Public Funds/Mutual Funds23%
- Investment Grade Corp Bonds14%
- Cash & Cash Equivalents11%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$29M in ETFs
94%
$27.1M
6%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6M | 7,840 | 20.64% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 801 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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