Ventum Advisors Corp.

RIASEC RegisteredEst. 2019

Total AUM

$355K

Discretionary

$355K

100% of AUM

Avg account

$178K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Toronto,
CRD number: 299365
Registered since: February 11, 2019
Website: www.echelonpartnersusa.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ventum Advisors Corp. is a corporation that registered with the SEC in 2019. The firm is owned by a combination of a foreign entity and an individual and charges clients on a percentage-of-AUM basis. Its advisory services span financial planning and portfolio management for individuals, small businesses, and institutions, alongside publishing periodic investment commentary and running educational seminars or workshops. Ventum does not position itself as an ESG-focused manager, is not a multi-state adviser, and is not structured as a capital allocator or pension consultant. The firm maintains industry relationships that include a broker-dealer and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

David Cusson
Chief Executive OfficerCRD 7056655
Mark Salerno
Chief Compliance OfficerCRD 7056399
Richard Butterworth
Chief Operating Officer & Chief Financial OfficerCRD 7983858