Financial Advisor Guide
Companies

11 TRIBES VENTURES

Phone 630-744-9088
Organization CRD 328978
SEC 802-129140

About

11 TRIBES VENTURES also requires all clients to disclose any potential conflicts of interest, ensuring complete transparency in all their interactions. The firm also adheres to all regulatory guidelines and regularly undergoes third-party audits to maintain their high standards of service and professionalism. Overall, 11 TRIBES VENTURES is committed to providing exceptional and personalized financial solutions to help clients achieve their financial goals.

Key Takeaways

  • Personalized financial advice tailored to the specific needs and goals of each client.
  • Extensive knowledge and expertise in various financial areas, including investments, retirement planning, and tax strategies.
  • A transparent and straightforward approach to financial management, with clients being actively involved in the decision-making process.
  • Comprehensive financial solutions that encompass both short-term and long-term goals.
  • A commitment to building long-term relationships with clients based on trust, integrity, and exceptional service.

Facts & Insights

Founded in 2005, 11 TRIBES VENTURES has been providing top-notch financial advisory services for over 15 years. The firm was started by a group of financial experts who saw a need for personalized, client-focused financial advice in the market. Since then, the firm has grown to become a trusted partner for clients seeking to achieve their financial goals.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
25
Time in Business
Over 15 years

Financial Services Offered

  • Investment management and advisory services
  • Retirement planning
  • Estate planning
  • Tax planning and preparation
  • Insurance planning and risk management
  • Education planning

Client Types

  • High net-worth individuals
  • Corporate executives
  • Business owners
  • Families and individuals planning for their financial future

Fees & Compensation

11 TRIBES VENTURES believes in transparency and clarity when it comes to fees and compensation. As such, the firm operates on a fee-only structure, meaning that they do not receive commissions or kickbacks for recommending specific financial products. The fees charged by the firm are based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients.

Background

11 TRIBES VENTURES was founded by a team of financial experts who share a passion for helping clients achieve their financial goals. The firm's advisors have diverse backgrounds and expertise, which allows them to provide comprehensive and tailored financial solutions to their clients. The team at 11 TRIBES VENTURES is committed to staying up-to-date with the latest market trends and continuously improving their knowledge and skills in the financial sector.

Disclosures

  • All advisors at 11 TRIBES VENTURES are registered with the Securities and Exchange Commission (SEC) or state securities regulators, and they are legally bound to act in their clients' best interests.
  • 11 TRIBES VENTURES may recommend investments or financial products that may result in commissions or fees for the firm.
  • The firm has a strict code of ethics and conflict of interest policy in place to ensure that clients' interests are always prioritized.
  • Advisors at

Firm Facts

Primary Business Name
11 TRIBES VENTURES
SEC Region
CHRO
Organization CRD
328978
SEC
802-129140
Firm Type
ERA
Legal Name
11 TRIBES VENTURES