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WORTH VENTURE PARTNERS, LLC
2 Executive Drive
Suite 515
Fort Lee, New Jersey 07024
Tel: 212-558-9017
About WORTH VENTURE PARTNERS, LLC
WORTH VENTURE PARTNERS, LLC, formally registered with the SEC as WORTH VENTURE PARTNERS, LLC. The firm was established in 12/17/2015. They have over 1 offices throughout the country.
WORTH VENTURE PARTNERS, LLC is a Fort Lee, New Jersey based Financial Planning firm with nearly $607,157,054 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168610 |
| SEC# | 801-106972 |
| Assets Managed by Firm | $607,157,054 |
| No. of Clients | 20 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $607,157,054 |
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