VENN VENTURES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
315551

Firm profile

FINTRX

Overview

Venn Ventures, LLC is an owner-operated limited liability company that appears to function primarily as a private-fund sponsor rather than a traditional registered adviser to retail clients. Public records classify it as unclassified and do not list it as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Several typical advisory fields (client segments, fee structure and specific advisory activities) are not reported.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Melissa Larson

    Co-Founder & Managing MemberCRD 7417441

  • Chandan Walker Fisher

    Co-Founder & Managing MemberCRD 7417438

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
6333 E Mockingbird Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth