Ventura Advisors

Ventura Advisors (CRD# 132040) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $25,000,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $714,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ventura Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey A. Harwood
CRD#: 2808701
21860 Burbank Blvd., Suite 100, Woodland Hills, CA 91367
96
Wealthminder
score

Jeffrey Harwood (CRD# 2808701) is an Investment Advisor Representative working at Ventura Advisors in Woodland Hills, CA and has over 20 years of experience in the finance industry. Jeffrey Harwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lisa E. Harwood
CRD#: 1637753
Tarzana, CA
93
Wealthminder
score

Lisa Harwood (CRD# 1637753) is an Investment Advisor Representative working at Ventura Advisors in Tarzana, CA and has over 19 years of experience in the finance industry.

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