Overview
Assets Under Management: $145 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 30
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.03
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 192
Discretionary Accounts: 183
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 311878
Last Filing Date: 2025-01-22 00:00:00
Website: https://ventanaprivatewealth.com