Vennwell, LLC (CRD# 120845) is a financial advisory firm headquartered in Lake Forest, IL. They manage $236,119,982 in 716 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management236MILLION
Total Number of Accounts716ACCOUNTS
Average Account Value$329,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IL, TX
Bradford Adams (CRD# 1649136) is an Investment Advisor Representative working at Vennwell, LLC in Lake Forest, IL and has over 3 years of experience in the finance industry.