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Veros Partners, Inc. (Indianapolis)


Veros Partners, Inc. is a large advisory firm based in Indianapolis. It manages $167.77 million of regulatory assets for 3,308 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Illinois, Indiana, and Texas.

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Veros Partners provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Veros Partners: assets under management

The assets under management (AUM) of Veros Partners, Inc. is $167.77 million. The firm's AUM has grown by 338% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $159.25 million in discretionary accounts and $8.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $74.04 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Veros Partners, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Indianapolis

The principal office where Veros Partners, Inc. performs its advisory services is located at 5935 South Emerson Ave., Indianapolis, IN 46237, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-781-9300 or by fax 317-781-9301. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at verospartners.com.


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