About
84 VENTURES, LLC is a leading financial services firm that has been providing expert advice and solutions to clients since 2006. With over $500 million in assets under management (AUM) and a team of 15+ highly qualified advisors, 84 VENTURES has a proven track record of delivering results for clients.
Their personalized approach to client needs and goals sets them apart from other firms, and their dedication to transparency in fees and compensation ensures clients can trust in their services. With expertise in financial planning, investment management, tax planning, estate planning, insurance services, retirement planning, and wealth management, 84 VENTURES offers a comprehensive range of services to cater to the diverse needs of their clients.
Their clients include individuals, families, small businesses, and institutions, and they offer competitive and reasonable fees for their services. 84 VENTURES has a team of advisors with years of experience in the industry and a deep understanding of the financial landscape, making them a trusted and reliable partner for their clients. As a registered investment advisor with the Securities and Exchange Commission (SEC), clients can have confidence in 84 VENTURES' services.
Key Takeaways
- Expertise in financial planning and investment management
- Personalized approach to client needs and goals
- Transparency in fees and compensation
- Access to a variety of financial services and products
- Years of experience in the industry
Facts & Insights
84 VENTURES, LLC was founded in 2006 and has since established itself as a leading financial services firm with a strong track record of success. Their team of advisors is dedicated to providing top-notch financial advice and solutions to clients. Here are some interesting facts and insights about 84 VENTURES:
Assets, Advisors & Tenure
- Assets Under Management
- $500 million +
- Number of Advisors
- 15+
- Time in Business
- 15 years
Financial Services Offered
- Investment Management
- Financial Planning
- Tax Planning
- Estate Planning
- Insurance Services
- Retirement Planning
- Wealth Management
Client Types
- High net worth individuals
- Small business owners
- Pre-retirees and retirees
- Families planning for their children's education or future
- Nonprofit organizations
Fees & Compensation
84 VENTURES, LLC believes in transparency when it comes to fees and compensation. They offer competitive and reasonable fees for their services and are committed to helping clients achieve their financial goals without having to worry about excessive fees. Specific fees and compensation arrangements are discussed and agreed upon with each client before any services are provided.
Background
84 VENTURES, LLC was founded in 2006 by a team of experienced financial advisors with a passion for helping clients achieve their financial goals. Over the years, they have built a reputation for providing exceptional service, personalized solutions, and delivering results for their clients. Their team of advisors has a wide range of expertise and a deep understanding of the financial industry, making them a trusted and reliable partner for their clients.
Disclosures
- 84 VENTURES, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- Advisors at 84 VENTURES may earn commissions from the sale of certain
Firm Facts
- Primary Business Name
- 84 VENTURES, LLC
- Organization CRD
- 315660
- Legal Name
- 84 VENTURES, LLC