V
$21.8M Total AUM
$21.8M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
35 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-12-1991
- Office Locations
- 1
Office Locations
37A Turtlerock Road Windham NH
About Vandeventer & Company
Vandeventer & Company is a Windham-based RIA. The firm has been operating for 35 years. Managing $21.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and US Bank.
Team overview
-- AVG AGE
$21.8M AVG AUM / ADVISOR
$660.8K AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LARRY THOMAS VANDEVENTER
--
- CRD
- #1203723
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,807,631 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,807,631 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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