Venado Investment Advisors LLC

RIAState Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$167K
Accounts
6
Employees
2
Advisory reps
1

Firm details

Headquarters
Westlake Village, California
CRD number
327856
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Venado Investment Advisors LLC is an independent, individually owned LLC that provides financial planning and discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges clients as a percentage of assets under management and also offers hourly engagements. Venado is registered to do business in California and New York and reports that it does not pursue ESG investing as part of its stated approach. The adviser does not identify itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 35%, Cash & Cash Equivalents 33%, Public Funds/Mutual Funds 28%, US Government Bonds 4%35%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents33%
  • Public Funds/Mutual Funds28%
  • US Government Bonds4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westlake Village, CA

Ventura

Location

Westlake Village, CA

Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
2945 Townsgate Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth