Todd Veredus Asset Management LLC is a large advisory firm based in Louisville. It manages $3.35 billion of regulatory assets for 1,022 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.
Todd Veredus Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of newsletters, and provide and update model portfolio. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Todd Veredus Asset Management LLC is $3.35 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Todd Veredus Asset Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Philip Bordogna has been acting as President since 1 May 2009. Curtiss Miller Scott joined the executive team most recently as the Co President, Cio, Director.
The principal office where Todd Veredus Asset Management LLC performs its advisory services is located at 101 South 5 Th Street, Louisville, KY 40202, 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 502-585-3121 or by fax 502-585-4203. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.veredus.com.