Financial Advisor Guide
Companies

186 VENTURES MANAGEMENT GROUP, LLC

186 VENTURES MANAGEMENT GROUP, LLC

Phone (617) 752-1926
Website https://www.186ventures.com/
Organization CRD 318235
SEC 802-123774

About

186 Ventures Management Group, LLC is a financial management company that provides expert advice and services to help individuals and businesses achieve their financial goals and secure their future. With a team of experienced advisors and over 15 years in business, the company manages over $100 million in assets for its clients and offers a range of services such as investment planning, retirement planning, and tax planning. The company operates on a fee-based compensation system and discloses all potential conflicts of interest. As a registered investment advisor, it is held to a fiduciary standard and values continuous education and training to stay updated with the latest financial trends and strategies.

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 & 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, Advisors & Tenure

Assets Under Management
$100 million
Number of Advisors
20
Time in Business
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.

Disclosures

  • 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.

Firm Facts

Primary Business Name
186 VENTURES MANAGEMENT GROUP, LLC
SEC Region
BRO
Organization CRD
318235
SEC
802-123774
Firm Type
ERA
Legal Name
186 VENTURES MANAGEMENT GROUP, LLC