CRD: 312756
Venture Financial Advisors, LLC
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-26-2021
- Office Locations
- 2
Office Locations
About Venture Financial Advisors, LLC
Venture Financial Advisors, LLC is a Pennsylvania-based retail RIA (Honey Brook and West Chester) providing financial and investment planning, with estate-planning and insurance support. The firm works with entrepreneurs and other individual investors and builds portfolios primarily with ETFs; its reported SMA mix is majority ETFs with additional investment-grade corporate bonds and cash.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Vehicles
Services
Owner & Executives
Bradley William Bennett
Chief Financial Officer, PRINCIPAL
- CRD
- #7334455
- Ownership
- 50% but less than 75%
STEVEN JOHN WOODRUFF JR
PRINCIPAL
- CRD
- #5771338
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,726,114 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,726,114 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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