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Building 2VENTUR WEALTH MANAGEMENT, LLC

Map pinLOCUST VALLEY, NY
Phone516-759-6440
NotebookSEC #801-61341
Total AUM
$27.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27 THE PLAZA
LOCUST VALLEY
NY 11560
USA
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
516-759-6440

ReceiptFinancials

Total AUM
$27.2M
Accounts
94
Discretionary
$19.1M
Accounts
90
Non-Discretionary
$8.1M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLMANJNYVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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