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Vef Advisors, LLC (Atlanta)


Vef Advisors, LLC is a large advisory firm based in Atlanta. It manages $1.7 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Georgia.

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Vef Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vef Advisors: assets under management

The assets under management (AUM) of Vef Advisors, LLC is $1.7 billion. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.62 billion in discretionary accounts and $82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $404.92 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $82 million.
Vef Advisors has custody of $1.7 billion in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vef Advisors, LLC for their services and products based on a percentage of assets under management. 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.

Based in Atlanta

The principal office where Vef Advisors, LLC performs its advisory services is located at Tower Place 100 Suite 1660, Atlanta, GA 30326, 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 678-538-1900 or by fax 678-538-1901. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at vefadvisors.com.


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