Frequently Asked Questions (FAQ) About
Venturi Wealth Management LLC
- Where is Venturi Wealth Management LLC Located
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3600 N. CAPITAL OF TEXAS HWY., BUILDING B, SUITE 100, AUSTIN, TX
- Venturi Wealth Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Venturi Wealth Management LLC, while the legal name is: VENTURI WEALTH MANAGEMENT, LLC
- Venturi Wealth Management LLC: How many employees does the firm employ?
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Venturi Wealth Management LLC has 20 employees, of which 12 are employees in advisory roles
- Venturi Wealth Management LLC: How many clients does the firm serve?
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The number of clients served by it is unknown.
- Venturi Wealth Management LLC: What are the top holdings of this firm?
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ISHARES INC CORE MSCI EMKT ISHARES ISHARES TR CORE MSCI EAFE INVESCO QQQ TR UNIT SER 1 ISHARES TR 20 YR TR BD ETF ISHARES TR ISHARES TR Apple Inc CISCO SYSTEMS INC COMCAST CORP
- Venturi Wealth Management LLC: What other investment firms are located in the vicinity?
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Dimensional Fund Advisors LP ML & R Wealth Management LLC Lucien Stirling & GRAY Advisory Group Inc Stone Asset Management Inc Energy Opportunities Capital Management LLC Tritium Partners LLC LION Street Advisors LLC IRONBRIDGE PRIVATE WEALTH, LLC LBJ Family Wealth Advisors Ltd VIDA Capital Management LLC