A complete list of active advisors currently associated with Verona Capital Management LLC
Warmer can help you find a great advisor at Verona Capital Management LLC or one who fits your needs even better.
Verona Capital Management LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, managing approximately $79.8 million for about 67 clients and supported by two advisors. The firm offers ongoing portfolio management and related financial planning services as described in its Form ADV brochure. Some personnel are registered representatives of a broker-dealer and the firm discloses affiliations with other investment advisers, which allows it to operate across advisory and brokerage channels and to coordinate services through affiliated entities. Its brochure describes its investment methods and strategies in Item 8 and addresses custody, discretion and account review practices in the corresponding ADV sections. Compared with many peers, Verona is notable for being among a small minority whose staff are registered representatives of a broker-dealer and that report affiliations with other advisers, and its brochure includes disciplinary disclosures in Item 9. Prospective clients are advised to review those disclosures and the firm’s Item 10 affiliation details to understand potential conflicts of interest and how services are coordinated.
To learn more about the advisors currently working at Verona Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Verona Capital Management LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Marina Del Rey, CA
| 26
| |
Santa Monica, CA
| 27
|
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