CRD: 298631
Ventoux Financial Advisors, LLC
$67.9M Total AUM
$63.0M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
7 yrs Firm Age
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- Custodian
- AOS ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-07-2018
- Office Locations
- 1
Office Locations
-- Chicago IL
About Ventoux Financial Advisors, LLC
Ventoux Financial Advisors, LLC is an RIA registered in Illinois and Florida serving retail clients, including entrepreneurs, with financial planning and investment/portfolio construction. The firm incorporates insurance plus tax and estate planning as needed and implements portfolios primarily with ETFs. Custody includes Charles Schwab, making it an ETF-centric practice for distribution partnerships.
Team overview
-- AVG AGE
$67.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM JOHN NEDZA
Chief Compliance Officer, Investment Advisor
- CRD
- #2198987
- 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 | $63,044,563 | -- |
| Non-Discretionary | $4,837,644 | -- |
| Total | $67,882,207 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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