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Veraison Asset Management, LLC (San Diego)


Veraison Asset Management, LLC is an adviser based in San Diego. It manages $18 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2009.

Veraison Asset Management provides portfolio management for individuals and small businesses and pension consulting 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.

Veraison Asset Management: assets under management

The assets under management (AUM) of Veraison Asset Management, LLC is $18 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.38 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Veraison Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Veraison Asset Management, LLC performs its advisory services is located at 3525 Del Mar Heights Road, San Diego, CA 92130, 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 858-882-7200 or by fax 858-925-7049. The normal business hours are 9:00 - 5:00pm on Monday - Friday.


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