Overview
Assets Under Management: $94 million
High-Net-Worth Clients: 108
Average Client Assets: $0.8 million
Frequently Asked Questions
VENABLE PARK INVESTMENT COUNSEL INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152584), VENABLE PARK INVESTMENT COUNSEL INC. is subject to fiduciary duty under federal law.
VENABLE PARK INVESTMENT COUNSEL INC. serves 108 high-net-worth clients according to their SEC filing dated November 01, 2018. View client details ↓
According to their SEC Form ADV, VENABLE PARK INVESTMENT COUNSEL INC. offers financial planning and portfolio management for individuals. View all service details ↓
VENABLE PARK INVESTMENT COUNSEL INC. manages $94 million in client assets according to their SEC filing dated November 01, 2018.
According to their SEC Form ADV, VENABLE PARK INVESTMENT COUNSEL INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.26%
Average Client Assets: $0.8 million
Total Client Accounts: 278
Discretionary Accounts: 278
Regulatory Filings
CRD Number: 152584
Filing ID: 1249000
Last Filing Date: 2018-11-01 11:32:00