VENTURI PRIVATE WEALTH

3600 N. Capital Of Texas Hwy.
Building B, Suite 200
Austin, Texas 78746
Tel: (512) 220-2035

About VENTURI PRIVATE WEALTH

VENTURI PRIVATE WEALTH, formally registered with the SEC as VENTURI PRIVATE WEALTH. The firm was established in 01/02/2014. They have over 2 offices throughout the country.

VENTURI PRIVATE WEALTH is a Austin, Texas based Financial Planning firm with nearly $2,636,747,981 assets under management, offering retirement planning & investment advisory services to 3926 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169576
SEC#	801-78932
Assets Managed by Firm	$2,636,747,981
No. of Clients	3926
No. of Advisors	30

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3926	$2,636,747,981
Individuals (other than high net worth individuals)	144	$61,613,161
High net worth individuals	356	$2,203,786,521
Pension and profit sharing plans	3	$14,029,618
Charitable organizations	11	$117,105,994

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