1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VENTURE VISIONARY PARTNERS LLC

Map pinSYLVANIA, OH
Phone(419) 464-7401
NotebookSEC #801-116835
Total AUM
$5.2B
Employees
46
Clients
2,810

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5520 MONROE STREET
SUITE B
SYLVANIA
OH 43560
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(419) 464-7401
Other Offices
4

ReceiptFinancials

Total AUM
$5.2B
Accounts
6,711
Discretionary
$5.2B
Accounts
6,671
Non-Discretionary
$51.9M
Accounts
40

ContactClients

View more in analytics →

Individual Clients
1,827
AUM
$582M
HNW Individual Clients
833
AUM
$3.7B
Pension/Profit Sharing Plan Clients
10
AUM
$12.4M
Charitable Organization Clients
65
AUM
$418.9M
Corporation or Business Clients
75
AUM
$558.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations
ALAZCACOCTDCDEFLGAILINKYMAMDMIMNMTNCNENHNJNYOHOKORPASCTNTXUTVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account