Molly
Bohrer
Verum Partners LLC
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About this Advisor
Molly Bohrer is a financial advisor based in Charlotte, North Carolina, working with Verum Partners LLC. Molly has previously held positions at Skaneateles Country Club, Vermont Green Mount Specialty, Syracuse University, Morgan Stanley, Verum Partners LLC, and Skaneateles High School. Molly has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Molly is part of Verum Partners LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 13 employees. The firm manages assets totaling $740.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Verum Partners LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Verum Partners LLC Brokerage Details
$740,408,167
13
1,287
$575,298
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Molly Bohrer Work History
Verum Partners LLC
Morgan Stanley
Syracuse University
Syracuse University
Syracuse University
Vermont Green Mount Specialty
Skaneateles Country Club
Skaneateles High School
Disclosures
Please visit the SEC profile of Molly Bohrer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Verum Partners LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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