How does the advisor help clients – Key Takeaways:
- AVID VENTURES MANAGEMENT, LLC. provides expert financial advice and management services to its clients.
- With a team of knowledgeable and experienced financial experts, AVID VENTURES MANAGEMENT, LLC. helps clients achieve their financial goals through strategic planning and tailored solutions.
- The firm focuses on building long-term relationships with clients and providing personalized support and guidance.
Facts and Insights
- Firm Name: AVID VENTURES MANAGEMENT, LLC.
- Location: New York, NY.
- Founded: 2010.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2015 | 100 million | 10 |
| 2016 | 150 million | 12 |
| 2017 | 200 million | 15 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
- Education planning
Client Types:
- High net worth individuals
- Business owners
- Retirees
- Families
- Young professionals
Fees & Compensation:
AVID VENTURES MANAGEMENT, LLC. charges a fee for its services, which is based on a percentage of the client’s assets under management.
Background:
Founded in 2010, AVID VENTURES MANAGEMENT, LLC. has quickly become a leader in the financial services industry. With a team of experienced financial experts and a client-centered approach, the firm has helped many clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a financial advisor, AVID VENTURES MANAGEMENT, LLC. is committed to transparency and ensuring that clients have all the information they need to make informed decisions. As such, the firm discloses all potential conflicts of interest, as well as any previous disciplinary actions taken against the firm or its advisors.