Todd Veredus Asset Management LLC (Louisville)

Name: Todd Veredus Asset Management LLC
Address: 101 South 5 Th Street, Louisville, KY, 40202
Telephone: 502-585-3121

Todd Veredus Asset Management LLC is a large advisory firm based in Louisville. It manages $3.35 billion of regulatory assets for 1,022 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

Todd Veredus Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of newsletters, and provide and update model portfolio. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Todd Veredus Asset Management: assets under management

The assets under management (AUM) of Todd Veredus Asset Management LLC is $3.35 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.35 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.28 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Todd Veredus Asset Management LLC for their services and products based on a percentage of assets under management and fixed 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.

Careers at Todd Veredus Asset Management LLC

Robert Philip Bordogna has been acting as President since 1 May 2009. Curtiss Miller Scott joined the executive team most recently as the Co President, Cio, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruce Anthony Weber	Co-president, cio, director	1 May 1998	Other	1209843
James Raymond Jenkins	Vice president, chief compliance officer, cfo, director	1 May 1998	Other	4378357
Charles Francis Mercer	Exec. vice president portfolio manager, director	1 Dec 2008	Other	2634806
Michael Everett Johnson	V.p. portfolio manager	1 Dec 2008	Other	2071758
Curtiss Miller Scott	Co-president, cio, director	1 May 2009	Other	1551202
Jennifer Jane Doss	Secretary, coo	1 May 2009	Other	4338551
John James White	Senior portfolio manager, director of research, director	1 May 2009	Other	1669539
John Cletus Holden	Senior portfolio manager, director	1 May 2009	Other	4135882
Robert Philip Bordogna	Chairman	1 May 2009	Other	2494944
Bosworth Moss Todd	Chairman emeritus	1 May 2009	Other	2458695
Casserole Llc	Member of llc	1 May 2009	Other	26-4518073
John Stephen Poole	Managing director, marketing	1 May 2009	Other	4378386

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Paul Prugar	Sole owner	1 May 2009	75% - 100%	5664460

Based in Louisville

The principal office where Todd Veredus Asset Management LLC performs its advisory services is located at 101 South 5 Th Street, Louisville, KY 40202, 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 502-585-3121 or by fax 502-585-4203. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.veredus.com.