VENTURE VISIONARY PARTNERS LLC

5520 Monroe Street
Suite B
Sylvania, Ohio 43560
Tel: (419) 464-7401

About VENTURE VISIONARY PARTNERS LLC

VENTURE VISIONARY PARTNERS LLC, formally registered with the SEC as VENTURE VISIONARY PARTNERS LLC. The firm was established in 06/21/2019. They have over 2 offices throughout the country.

VENTURE VISIONARY PARTNERS LLC is a Sylvania, Ohio based Financial Planning firm with nearly $3,921,425,727 assets under management, offering retirement planning & investment advisory services to 5412 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304237
SEC#	801-116835
Assets Managed by Firm	$3,921,425,727
No. of Clients	5412
No. of Advisors	37

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5412	$3,921,425,727
Individuals (other than high net worth individuals)	1564	$477,035,445
High net worth individuals	626	$2,754,919,205
Pension and profit sharing plans	7	$11,307,861
Charitable organizations	26	$219,773,429
Corporations or other businesses	63	$458,389,787

More Retirement Planning firms in Sylvania, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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