Veros Capital Management, Inc.

RIASEC 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 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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth