RIA Intel›Advisers›New Jersey›VERIZON INVESTMENT MANAGEMENT CORP.

VERIZON INVESTMENT MANAGEMENT CORP.

Advisory

N·BASKING RIDGE, NJ

Data as of Mar 19, 2019 · Source: SEC Form ADV

Total AUM

$51.4B

1-Year AUM Growth

-3.4%

3-Year CAGR

+4.3%

Employees

10

Assets Under Management

Total AUM$51.4B

Discretionary AUM$51.0B

Non-Discretionary AUM$414M

Discretionary %99.2%

Total Clients—

Team

Total Employees10

Investment Advisers14

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingMar 30, 2001

Latest FilingMar 19, 2019

🔒 Full AUM trend chart and 40 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VERIZON INVESTMENT MANAGEMENT CORP.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.