← Tributary

VERT ASSET MANAGEMENT LLC

SAUSALITO, CA · CRD 288445 · IAPD ↗ · 415-650-7179

$464.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
February 2024 — VERT ASSET MANAGEMENT LLC reported RAUM up 100% ($174.4M -> $348.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.