ID VENTURES AMERICA

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA CLARA, California
CRD number
161594
Registered since
June 22, 2022

Firm profile

FINTRX

Overview

ID Ventures America is an LLC that registered with the SEC in 2022. FINTRX classifies the firm as an "Other Financial Product Salesperson" with an industry affiliation listed as "Other Investment Adviser." Ownership is reported as a mix of a foreign entity and an individual. The firm's profile indicates it is not an active ESG investor, not a multi-state adviser, and is not designated as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PHILIP PENG

    CEOCRD 6046211

Contacts

1 of 1
  • Edward Yang

    PartnerCRD 8067646

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA CLARA, CA

SANTA CLARA

Location

SANTA CLARA, CA

Headquartered in SANTA CLARA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
5201 Great America Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth