AMITY VENTURES

220 Halleck Street
Suite 120
San Francisco, California 94129
Tel: (415) 226-4119

About AMITY VENTURES

AMITY VENTURES, formally registered with the SEC as AMITY VENTURES. The firm was established in 08/03/2022. They have over 1 offices throughout the country.

AMITY VENTURES is a San Francisco, California based Financial Planning firm with nearly $1,086,970,824 assets under management, offering retirement planning & investment advisory services to 29 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290313
SEC#	801-126293
Assets Managed by Firm	$1,086,970,824
No. of Clients	29
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based
Other (CARRIED INTEREST)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	29	$1,086,970,824

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