Verona Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 111417
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.14%
- Individuals33.86%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Verona Capital Management LLC is a privately held LLC that provides advisory services primarily to individuals and families. The firm offers portfolio management for individuals and small businesses, separate portfolio management for businesses or institutional clients, and lists pension consulting among its advisory activities. Compensation is a mix of asset-based fees and hourly charges. The firm is not listed as an active ESG investor and is recorded as operating under a single-state footprint rather than as a multi-state adviser.
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
Asset composition
- Other69%
- Exchange Traded Equities11%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
- Non-Investment Grade Corp Bonds4%
Contacts
2 of 2
Alan Freiman
Vice PresidentCRD 843615
Michael Armijo
President & Investment Advisor RepresentativeCRD 2197081
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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