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Facts and Insights
PARADE VENTURES MANAGEMENT, LLC is a well-known financial management company, providing expert guidance to clients on a variety of financial matters. With a team of experienced advisors, PARADE VENTURES MANAGEMENT, LLC helps individuals and businesses make informed decisions about their financial future, ensuring long-term success and stability.
Founded in 2005, PARADE VENTURES MANAGEMENT, LLC has over 15 years of experience in the industry and has established a strong reputation for its exceptional services. The company has been recognized for its expertise and innovative approach in managing clients’ assets, making it a trusted partner for financial advise.
Key Takeaways: How does the advisor help clients
- Provides expert guidance on financial matters
- Offers innovative solutions for asset management
- Ensures long-term success and stability for clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
PARADE VENTURES MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Asset Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Investment Management
- Risk Management
- And more
Client Types
PARADE VENTURES MANAGEMENT, LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Nonprofits
- Institutions
The team at PARADE VENTURES MANAGEMENT, LLC is equipped with the knowledge and expertise to provide customized solutions for each client’s specific needs and goals.
Fees & Compensation
PARADE VENTURES MANAGEMENT, LLC charges a percentage of assets under management as the main source of compensation, aligning their interests with those of their clients. Other fees may apply for additional services, which are discussed and agreed upon with the client beforehand.
Background
PARADE VENTURES MANAGEMENT, LLC was founded by experienced financial advisors who saw the need for a comprehensive and personalized approach to financial management. They have assembled a team of skilled advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a responsible and ethical financial management company, PARADE VENTURES MANAGEMENT, LLC believes in transparency and accountability. They adhere to all industry regulations and guidelines and provide full disclosure of any potential conflicts of interest. Additionally, the company ensures that all communication and transactions with clients are handled with the utmost integrity and professionalism.