Overview
Assets Under Management: $600 million
Headquarters: YARDLEY, PA
High-Net-Worth Clients: 145
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,512
Discretionary Accounts: 1,510
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 152301
Filing ID: 1957289
Last Filing Date: 2025-03-26 16:47:00
Website: https://venturawealth.com