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Verus Advisory, Inc.

CRD 110565SEC# 801-33895Seattle, WA
Export (members)
No longer SEC-registered. Verus Advisory, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$17.54B
Employees
89
Accounts
111
Location
Seattle, WA

Verus Advisory, Inc. assets under management

Verus Advisory, Inc. is an investment advisory firm registered with the SEC based in Seattle, WA. It reports $17.5 billion in regulatory assets under management and employs 89 people.
View on SEC.gov ↗

Verus Advisory, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Anne Elizabeth Westreich ControlDirector/Managing Director Senior Consultant/Shareholder5-10%2024
Ian M Toner ControlChief Investment Officer, ShareholderUnder 5%2017
Jeffrey James MacLean ControlDirector/Ceo/ShareholderUnder 5%2001
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Frequently asked questions

How much does Verus Advisory, Inc. manage?

Verus Advisory, Inc. reports $17.5 billion in regulatory assets under management on its Form ADV.

How many employees does Verus Advisory, Inc. have?

Verus Advisory, Inc. reports 89 employees.

Where is Verus Advisory, Inc. located?

Verus Advisory, Inc. is based in Seattle, WA.

Does Verus Advisory, Inc. disclose fund performance?

Verus Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address800 Fifth Avenue, Suite 3900, Seattle, WA 98104
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$9.38B
Non-discretionary$8.17B
Total (RAUM)$17.54B