Ventura Wealth Management
Ventura Wealth Management (CRD# 152301) is a financial advisory firm headquartered in Yardley, PA. They manage $518,166,137 in 1,423 accounts and serve the financial needs of clients across 12 states (or territories).
-
Total Assets Under Management518MILLION
-
Total Number of Accounts1,423ACCOUNTS
-
Average Account Value$364,136
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, GA, MA, MD, NC, NJ, PA, TN, TX, VA
Thomas Cahill (CRD# 2281391) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 29 years of experience in the finance industry.
Faye Hart (CRD# 2793769) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 27 years of experience in the finance industry.
Roger Klein (CRD# 4372678) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has 1 year of experience in the finance industry.
Daniel McElwee (CRD# 5436716) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 15 years of experience in the finance industry.
William Purdy (CRD# 6598992) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 7 years of experience in the finance industry.
Nicholas Ventura (CRD# 726136) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 42 years of experience in the finance industry.
Morgan Downs (CRD# 6839010) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 6 years of experience in the finance industry.
Gerald Fiess (CRD# 5979492) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 2 years of experience in the finance industry.