$80.6M Total AUM
$80.6M Disc. AUM
-- 3Y CAGR
2 Employees
41 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-2004
- Office Locations
- 1
Office Locations
21860 Burbank Blvd., Suite 100 Woodland Hills CA
About Ventura Advisors
Ventura Advisors (Woodland Hills, CA) provides investment management and strategic wealth planning with a personal, goals-based planning process for investors from first-time savers through retirement. Portfolios commonly use public funds and ETFs alongside fixed income to build diversified allocations and adapt as client needs change. Client assets are custodied at Charles Schwab and Wells Fargo.
Team overview
-- AVG AGE
$40.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
18.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEFFREY ALAN HARWOOD
Chief Compliance Officer, President
- CRD
- #2808701
- Ownership
- 75% or more
Available
Available
Available
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L
LISA ESTELLE HARWOOD
Financial Advisor
- CRD
- #1637753
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,640,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,640,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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