Veros Capital Management, Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

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

FINTRX

Overview

Veros Capital Management, Inc. is an independent, California-based advisory corporation that provides portfolio management services to both individuals/small businesses and to business or institutional clients. Ownership is listed as a mix of a domestic entity and an individual. The firm’s compensation model includes a percentage-of-assets-under-management fee and the capacity to charge performance-based fees. It is not described as an ESG-focused adviser, does not operate as a multi-state adviser, and is not identified as a pension consultant or a related adviser. The firm is not designated as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Darius Bozorgi

    Darius Bozorgi

    President, CEOCRD 4743570

  • Bijan Bozorgi

    Bijan Bozorgi

    Chief Financial OfficerCRD 1098490

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth