Verus Investment Advisory Group, Inc. (Appleton)
Verus Investment Advisory Group, Inc. Is a Large Advisory Firm Based in Appleton. It Manages $111.49 Million of Regulatory Assets for 347 Client Accounts. It...
Verus Investment Advisory Group, Inc. is a large advisory firm based in Appleton. It manages $111.49 million of regulatory assets for 347 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Wisconsin.
Verus Investment Advisory Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, educational seminars and workshops, and investment consulting. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Verus Investment Advisory Group: assets under management
The assets under management (AUM) of Verus Investment Advisory Group, Inc. is $111.49 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $108.72 million in discretionary accounts and $2.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $315.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.38 million.
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Investments
The firm invests in investment and business development companies the most. They account for 94% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 2% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
