VENTUR WEALTH MANAGEMENT, LLC
CRD #121752 SEC #801-61341 LOCUST VALLEY, NY 516-759-6440
SEC Registered
Total AUM
$27.2M
Discretionary
$19.1M
Employees
5
Clients
0
Accounts
94
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EVELYN, PATRICIA, ANN | I | VICE PRESIDENT | NA | Control |
| GRAF, GEORGE, NICHOLAS | I | SENIOR VICE PRESIDENT | NA | Control |
| FINNERTY, DIANE, VENTUR | I | CHAIRPERSON & PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 30, 2004 REGISTERED
Notice Filings (8)
CA CT DE FL MA NJ NY VA
Address
27 THE PLAZALOCUST VALLEY, NY 11560
USA
Phone: 516-759-6440