Veros Capital Management, Inc.
Firm details
- Headquarters
- Santa Ana, California
- CRD number
- 127904
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Veros Capital Management, Inc. is organized as a corporation with domestic ownership that includes individual ownership interests. The firm provides portfolio management services for both individuals and small businesses as well as for business and institutional clients. Its fee arrangements include asset-based fees and the ability to charge performance-based fees. FINTRX flags Veros Capital Management, Inc. as not active on ESG integration, not registered as a multi-state adviser, and not characterized as a capital allocator or a related 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
Owners & executives
2 of 2
Darius Bozorgi
President, CEOCRD 4743570

Bijan Bozorgi
Chief Financial OfficerCRD 1098490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Ana, CA
Orange
Location
Santa Ana, CA
Headquartered in Santa Ana, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 2333 N Broadway
- Time zone
- PT (UTC-8)
- Office locations
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