The Ventur Group, LLC is a large advisory firm based in Massapequa. It manages $116.55 million of regulatory assets for 1,330 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Colorado, Connecticut, Delaware, and 6 other states.
The Ventur Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Ventur Group, LLC is $116.55 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Ventur Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Vincent Jerome Camarda has been acting as President since 1 Jan 2005. Stephanie Karen Giardina joined the executive team most recently as the Chief Compliance Officer.
The principal office where The Ventur Group, LLC performs its advisory services is located at 5260 Merrick Road, Massapequa, NY 11758, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-798-1100 or by fax 516-798-1134. The normal business hours are 9:00 a.m. - 8:00 p.m. on Monday - Friday.