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 a corporation that specializes in portfolio management for both individuals and small businesses, as well as for larger institutions. The firm operates under a fee structure that includes a percentage of assets under management and performance-based fees. While it does not actively pursue ESG (Environmental, Social, and Governance) investments, it focuses on traditional investment strategies and asset allocation.
Assets & Accounts
Public Holdings
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 2DARIUS 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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