Prihlásiť sa Zaregistrujte sa zadarmo

The Vernalis Group, LLC (Terre Haute)


The Vernalis Group, LLC is a pension cosultant based in Terre Haute. It manages $17 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Indiana, New Hampshire, and New York.

Logo

The Vernalis Group provides portfolio management for pooled investment vehicles. 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 Vernalis Group: assets under management

The assets under management (AUM) of The Vernalis Group, LLC is $17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 386% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Vernalis Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Donald Bruce Edwards Owner 1 Oct 2001 25% - 50% 4363379
James Brian Exline Owner 1 Oct 2001 25% - 50% 1003931
Christopher Doll Owner 1 Oct 2001 25% - 50% 2942819

Based in Terre Haute

The principal office where The Vernalis Group, LLC performs its advisory services is located at 2901 Ohio Blvd, Terre Haute, IN 47803, which is also the mailing address of the firm. An additional office of the firm is in Colorado Springs, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 812-242-9113 or by fax 812-231-0127. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.vernalisgroup.com.


Registered investment advisers similar to The Vernalis Group, LLC