Verner, Edward Anthony (Thousand Oaks)

Name: Verner, Edward Anthony
Address: 1626 Glenbrock Lane, Thousand Oaks, CA, 91320 1809
Telephone: 310-309-0678

Verner, Edward Anthony is an internet adviser based in Thousand Oaks. It manages $688.27 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Texas.

Verner, Edward Anthony provides portfolio management for individuals and small businesses and portfolio management advice. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Verner, Edward Anthony: assets under management

The assets under management (AUM) of Verner, Edward Anthony is $688.27 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 1213% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $688.27 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $229.42 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 79% of the total AUM. The second-largest asset type is exchange traded securities, which make up 11% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Verner, Edward Anthony for their services and products based on 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.

Careers at Verner, Edward Anthony

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Anthony Verner	Chief compliance officer	1 Aug 2009	75% - 100%	5708888

Based in Thousand Oaks

The principal office where Verner, Edward Anthony performs its advisory services is located at 1626 Glenbrock Lane, Thousand Oaks, CA 91320 1809, 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 310-309-0678 or by fax 805-823-6885. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at mf-portfolios.net.