VERITRUST FINANCIAL, LLC
CRD #106594 SEC #801-71237 AUSTIN, TX 512-448-0647
SEC Registered Broker-Dealer Disclosures
Total AUM
$70.5M
Discretionary
$27.4M
Employees
73
Clients
1
Accounts
570
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2013 | $70.5M | $27.4M | $43.1M | 73 | 600 |
| Mar 2013 | $70.5M | $27.4M | $43.1M | 73 | 600 |
| Nov 2012 | $62.9M | $18.8M | $44.2M | 73 | 500 |
| Mar 2012 | $62.9M | $18.8M | $44.2M | 11 | 500 |
| Jan 2012 | $56.1M | $14.8M | $41.2M | 11 | 500 |
| Nov 2011 | $56.1M | $14.8M | $41.2M | 11 | 251 |
| Aug 2011 | $56.1M | $14.8M | $41.2M | -- | -- |
| Jul 2011 | $56.1M | $14.8M | $41.2M | -- | -- |
| Jul 2011 | $56.1M | $14.8M | $41.2M | -- | -- |
| Mar 2011 | $56.1M | $14.8M | $41.2M | -- | -- |
| Sep 2010 | $37.4M | $14M | $23.5M | -- | -- |
| May 2010 | $37.4M | $14M | $23.5M | -- | -- |
| Apr 2010 | $37.4M | $14M | $23.5M | -- | -- |
| Apr 2010 | $37.4M | $14M | $23.5M | -- | -- |
| Mar 2010 | $33.3M | $5.2M | $28.1M | -- | -- |
| Mar 2006 | $11.7M | $3.5M | $8.2M | 51 | -- |
| Dec 2005 | $100K | $100K | $0 | 51 | -- |
| Jun 2005 | $100K | $100K | $0 | 51 | -- |
| May 2005 | $100K | $100K | $0 | 51 | -- |
| Jul 2004 | $100K | $100K | $0 | 51 | -- |
| Jun 2004 | $100K | $100K | $0 | 51 | -- |
| Apr 2002 | $0 | $0 | $0 | 10 | -- |
| Jun 2001 | $0 | $0 | $0 | 5 | -- |
DateSep 2013
Total AUM$70.5M
Discretionary$27.4M
Non-Disc.$43.1M
Employees73
Clients600
DateMar 2013
Total AUM$70.5M
Discretionary$27.4M
Non-Disc.$43.1M
Employees73
Clients600
DateNov 2012
Total AUM$62.9M
Discretionary$18.8M
Non-Disc.$44.2M
Employees73
Clients500
DateMar 2012
Total AUM$62.9M
Discretionary$18.8M
Non-Disc.$44.2M
Employees11
Clients500
DateJan 2012
Total AUM$56.1M
Discretionary$14.8M
Non-Disc.$41.2M
Employees11
Clients500
DateNov 2011
Total AUM$56.1M
Discretionary$14.8M
Non-Disc.$41.2M
Employees11
Clients251
DateAug 2011
Total AUM$56.1M
Discretionary$14.8M
Non-Disc.$41.2M
Employees--
Clients--
DateJul 2011
Total AUM$56.1M
Discretionary$14.8M
Non-Disc.$41.2M
Employees--
Clients--
DateJul 2011
Total AUM$56.1M
Discretionary$14.8M
Non-Disc.$41.2M
Employees--
Clients--
DateMar 2011
Total AUM$56.1M
Discretionary$14.8M
Non-Disc.$41.2M
Employees--
Clients--
DateSep 2010
Total AUM$37.4M
Discretionary$14M
Non-Disc.$23.5M
Employees--
Clients--
DateMay 2010
Total AUM$37.4M
Discretionary$14M
Non-Disc.$23.5M
Employees--
Clients--
DateApr 2010
Total AUM$37.4M
Discretionary$14M
Non-Disc.$23.5M
Employees--
Clients--
DateApr 2010
Total AUM$37.4M
Discretionary$14M
Non-Disc.$23.5M
Employees--
Clients--
DateMar 2010
Total AUM$33.3M
Discretionary$5.2M
Non-Disc.$28.1M
Employees--
Clients--
DateMar 2006
Total AUM$11.7M
Discretionary$3.5M
Non-Disc.$8.2M
Employees51
Clients--
DateDec 2005
Total AUM$100K
Discretionary$100K
Non-Disc.$0
Employees51
Clients--
DateJun 2005
Total AUM$100K
Discretionary$100K
Non-Disc.$0
Employees51
Clients--
DateMay 2005
Total AUM$100K
Discretionary$100K
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$100K
Discretionary$100K
Non-Disc.$0
Employees51
Clients--
DateJun 2004
Total AUM$100K
Discretionary$100K
Non-Disc.$0
Employees51
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--