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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-30-2016
- Office Locations
- 1
Office Locations
About Venture Forth Financial
Venture Forth Financial is an independent RIA based in Portland, Oregon, providing financial planning and investment management for individuals and families. The firm emphasizes goal-based planning and portfolio construction, with experience using mutual funds and ETFs and incorporating values-based approaches such as ESG/socially responsible investing. Registered in OR, CA, MN, and TX; custody relationships include Charles Schwab.
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Owner & Executives
LINDSEY MARIE COLE
Chief Compliance Officer, PRINCIPAL, Private Wealth Advisor
- CRD
- #4081555
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,011,667 | $338,747 |
| Non-Discretionary | $0 | -- |
| Total | $105,011,667 | $338,747 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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