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VELVET SEA VENTURES
801 Northpoint Parkway
Suite 129
West Palm Beach, Florida 33407
Tel: 248-594-4751
About VELVET SEA VENTURES
VELVET SEA VENTURES, formally registered with the SEC as VELVET SEA VENTURES. The firm was established in 01/14/2022. They have over 9 offices throughout the country.
VELVET SEA VENTURES is a West Palm Beach, Florida based Financial Planning firm with nearly $206,228,666 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317632 |
| SEC# | 801-123062 |
| Assets Managed by Firm | $206,228,666 |
| No. of Clients | 10 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $206,228,666 |
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