Veteri Place Corporation
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Overview
Veteri Place Corporation operates as a financial advisory company that has its headquarters in Parsippany, New Jersey. Veteri Place Corporation handles $170.0 million in assets under management over seven customer accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). The company has a small group, including 2 financial advisors. Veteri Place Corporation is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like bonds, options and equities.
Veteri Place Corporation oversees all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction decisions without requiring the customer's authorization. Veteri Place Corporation supervises about $24.3 million in assets for every customer account. The typical financial advisor at Veteri Place Corporation administers around four client accounts, placing it among the most individualized advisor firms in the country.
Veteri Place Corporation's central office is at 100 Lanidex Plaza, Parsippany, New Jersey 7054. Veteri Place Corporation is permitted to provide services to investors in the state of New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Veteri Place Corporation by the Numbers
$170.0 million
2
7
$24.3 million
Fee Structure
Fees for financial advisory services usually are based on the financial services offered. However, fees billed by the firm can include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Veteri Place Corporation.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its seven customers, Veteri Place Corporation's biggest client type is pooled investment vehicles. None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Veteri Place Corporation does not have any disclosures.
Please visit its Form ADV for more details.
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