Verbatim Financial
Firm details
- Headquarters
- ,
- CRD number
- 306685
- Website
- www.verbatimfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Verbatim Financial operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, offering financial planning services and portfolio management tailored to the needs of individuals and small businesses. With a focus on providing personalized investment strategies, Verbatim Financial emphasizes transparency in its fee structure, which includes hourly charges and fixed fees. The firm does not engage in ESG investing and is not classified as a multi-state adviser or a newly formed adviser.
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 Equities94%
- State & Local Bonds6%
Contacts
1 of 1
John Stoj
FounderCRD 2252015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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