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Terence Capital Advisors, LLC FORM CRS November 18, 2021Verdence Capital Advisors, LLC (Terence, we, us) is an independent, private wealth advisory and multifamily office firm. We are registered as
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Verdence Capital Advisors LLC is a financial advisory firm that provides investment management and financial planning services to individuals and institutions.
Verdence Capital Advisors LLC is required to file regulatory forms with the Securities and Exchange Commission (SEC) as a registered investment advisor.
Verdence Capital Advisors LLC must fill out Form ADV, which includes information about the firm's business practices, fees, conflicts of interest, and disciplinary history.
The purpose of Verdence Capital Advisors LLC is to help clients achieve their financial goals through personalized investment management and financial planning services.
Verdence Capital Advisors LLC must report information about its business practices, fees, services, conflicts of interest, and disciplinary history on Form ADV.
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