About 186 Ventures Management Group, LLC
186 Ventures Management Group, LLC is a financial management company that provides expert advice and services to its clients. With a team of experienced financial experts, 186 Ventures Management Group, LLC aims to help individuals and businesses achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial advice
- Customized financial strategy
- Personalized financial services
- Tailored solutions for individual and business needs
- Proactive risk management
- Regular portfolio monitoring and adjustments
Facts and Insights
186 Ventures Management Group, LLC has been in business for over 15 years and has a team of 20 experienced and knowledgeable financial advisors. The company manages over $100 million in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 20 | 15 years |
Financial Services Offered
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
- Individuals
- Small businesses
- Closely held corporations
- Non-profit organizations
Fees & Compensation
186 Ventures Management Group, LLC operates on a fee-based compensation system, which means that the company earns a percentage of the assets under management. This ensures that the company’s interests are aligned with those of its clients and encourages the company to help their clients grow their assets.
Background
The team at 186 Ventures Management Group, LLC has a combined experience of over 50 years in the financial industry. The company also values continuous education and training, staying up-to-date with the latest financial trends and strategies to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, 186 Ventures Management Group, LLC is held to a fiduciary standard, which means they have a legal obligation to act in the best interests of their clients. The company discloses all potential conflicts of interest and works to ensure transparency and trust with their clients.