The Ventur Group, LLC (Massapequa)

The Ventur Group, LLC is a large advisory firm based in Massapequa. It manages $116.55 million of regulatory assets for 1,330 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Colorado, Connecticut, Delaware, and 6 other states.

The Ventur Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Ventur Group: assets under management

The assets under management (AUM) of The Ventur Group, LLC is $116.55 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $115 million in discretionary accounts and $1.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $51.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Ventur Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Ventur Group, LLC

Vincent Jerome Camarda has been acting as President since 1 Jan 2005. Stephanie Karen Giardina joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vincent Jerome Camarda	Chairman/ceo/cco	1 Jan 2005	75% - 100%	2463703
Stephanie Karen Giardina	Chief compliance officer	1 Feb 2008	Other	2758193

Based in Massapequa

The principal office where The Ventur Group, LLC performs its advisory services is located at 5260 Merrick Road, Massapequa, NY 11758, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.