Verdence Capital Advisors, LLC, based out of Hunt Valley, MD, is a reputable investment advisory firm serving clients with a comprehensive range of financial services. With over 860 individual clients, Verdence manages an impressive portfolio of assets totaling more than $2,735,789,000. The firm operates from four strategically located offices, ensuring convenient access for its diverse client base.
While Verdence Capital Advisors emphasizes managing discretionary assets, comprising 100% of their managed assets, they also possess the capability to handle employer funds. Notably, 401K and individual accounts represent less than 30...
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Assets Under Mgmt
$2.74B
Investment Professionals
24
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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