Facts and Insights
137 VENTURES MANAGEMENT, LLC is a financial firm that specializes in providing expert advice and guidance to clients seeking financial security and success. With a team of experienced and knowledgeable advisors, 137 VENTURES MANAGEMENT, LLC offers a wide range of financial services to help individuals and businesses reach their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice from knowledgeable and experienced advisors
- Wide range of financial services to cater to individual and business needs
- Commitment to helping clients achieve financial security and success
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 15 | 10 years |
Financial Services Offered
137 VENTURES MANAGEMENT, LLC offers a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Debt management
Client Types
The advisors at 137 VENTURES MANAGEMENT, LLC cater to a diverse set of clients, including individuals, families, and businesses of all sizes. They have the expertise to provide tailored financial solutions to meet the unique needs and goals of each client.
Fees & Compensation
137 VENTURES MANAGEMENT, LLC operates on a fee-based compensation structure, which means that their advisors do not earn commissions from selling specific financial products. This ensures that the advisors act in the best interest of their clients and provide unbiased advice. The fees may vary depending on the services provided and the complexity of the client’s financial situation.
Background
Founded in 2010, 137 VENTURES MANAGEMENT, LLC has been providing top-notch financial services to clients for over 10 years. The firm is headquartered in New York City and has a team of experienced and highly qualified advisors who have a deep understanding of the financial market.
Financial Advisor Disclosures to Know
As a financial advice firm, 137 VENTURES MANAGEMENT, LLC values transparency and makes the following disclosures available to clients:
- Registered with the Securities and Exchange Commission (SEC)
- Member of the Financial Industry Regulatory Authority (FINRA)
- Provides a Form ADV, which discloses information about the firm’s business practices, fees, and potential conflicts of interest
- Makes any disclosures related to the specific financial services being provided