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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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