Venado Investment Advisors LLC
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 327856
- Website
- www.venadoinvestments.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities35%
- Cash & Cash Equivalents33%
- Public Funds/Mutual Funds28%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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