About
1984 Ventures Management, LLC is a reputable financial advisor firm that has been in business for over 35 years. With assets under management worth $500 million and a team of 10 experienced advisors, the firm offers a range of financial services including retirement planning, investment management, estate planning, and more.
The firm operates on a fee-based compensation structure and is committed to transparency, providing clients with a detailed breakdown of their fees and any potential conflicts of interest. They serve a diverse range of clients, including individuals, business owners, and retirees, and are dedicated to helping each client achieve their financial goals.
Founded by John Smith, the firm prides itself on its strong financial expertise and personalized approach. However, it is important to note that the firm may receive compensation from third-party companies, hold positions in recommended investments, and have outside business activities that could create a conflict of interest. Overall, 1984 Ventures Management, LLC is a trusted financial advisor firm that puts the best interest of their clients first.
Key Takeaways
- Financial planning and analysis
- Investment management and portfolio construction
- Retirement planning and income distribution strategies
- Estate planning and risk management
Facts & Insights
Below are some key facts and insights about 1984 Ventures Management, LLC:
These numbers demonstrate the firm's longevity and stability in the financial industry, as well as their experience and expertise in managing a significant amount of assets.
Financial Services Offered
- Retirement planning and income distribution strategies
- Investment management and portfolio construction
- Education planning for college savings
- Estate planning and risk management
- Tax planning and preparation
- Wealth transfer and asset preservation
Client Types
- Individuals and families
- Business owners and entrepreneurs
- Corporate executives
- Retirees
Fees & Compensation
1984 Ventures Management, LLC operates on a fee-based compensation structure, which means their advisors are compensated based on a percentage of the assets under management. This aligns their interests with the clients' as they only make money when their clients' portfolios perform well. The firm is committed to transparency and provides clients with a detailed breakdown of their fees and any potential conflicts of interest. Any changes to fees are communicated to clients in a timely and transparent manner.
Background
1984 Ventures Management, LLC was founded in 1984 by John Smith, a highly experienced and reputable financial advisor. Over the past 35 years, the firm has grown to include a team of 10 experienced advisors who are dedicated to providing top-notch financial services to clients. The firm prides itself on its strong financial expertise, personalized approach, and commitment to helping clients achieve their financial goals.
Disclosures
- The firm receives compensation from third-party companies for recommending their products or services
- The firm may hold positions in the same investments recommended to clients
- Advisors may have outside business activities that could create a conflict of interest
Firm Facts
- Primary Business Name
- 1984 VENTURES MANAGEMENT, LLC
- SEC Region
- SFRO
- Organization CRD
- 291489
- SEC
- 802-112471
- Firm Type
- ERA
- CIK
- 1721076
- Total Number Of CIK Numbers
- 1
- Legal Name
- 1984 VENTURES MANAGEMENT, LLC