October 25, 2014 1:15 PM ET

Capital Markets

Company Overview of Veritable LP

Company Overview

Veritable LP is an employee owned investment manager. The firm primarily provides its services to individuals and families, typically high net worth individuals. It also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity and fixed income markets across the globe. Veritable LP was founded in 1997 and is based in Newtown Square, Pennsylvania with additional offices in Doylestown, Pennsylvania and San Francisco, California. As of June 29, 2012, Veritable LP operates as a subsidiary of AMG Wealth Partners, LP.

6022 West Chester Pike

Newtown Square, PA 19073

United States

Founded in 1997





Key Executives for Veritable LP

Age: 58
Chief Financial Officer and Partner
Chief Operating Officer
Age: 54
Chief Investment Officer
Compensation as of Fiscal Year 2014.

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