VERONA ADVISERS
Firm details
- Headquarters
- KISSIMMEE, Florida
- CRD number
- 339575
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Verona Advisers operates as a limited liability company and provides a range of financial services primarily focused on financial planning and portfolio management. The firm caters to individuals and small businesses, offering tailored solutions to meet their unique financial needs. Additionally, Verona Advisers engages in pension consulting services and conducts educational seminars and workshops, aiming to enhance clients' understanding of financial management. The firm does not classify itself as an active ESG investor, indicating a more traditional approach to investment strategies.
Assets & Accounts
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
Contacts
1 of 1Wolfgang Briceno
OwnerCRD 8189607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KISSIMMEE, FL
OSCEOLA
Location
KISSIMMEE, FL
Headquartered in KISSIMMEE, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- OSCEOLA
- Address
- 7503 Atlantis Way
- Time zone
- ET (UTC-5)
- Office locations
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