Ventura Advisors

Ventura Advisors (CRD# 132040) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $50,600,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

21860 Burbank Blvd., Suite 100, Woodland Hills, CA 91367

http://www.venturaadvisors.com

By the Numbers

Total Assets Under Management

51

MILLION
Total Number of Accounts

42

ACCOUNTS
Average Account Value

$1,204,762

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Ventura Advisors

Showing 1 - 2 of 2 top financial advisors.

Jeffrey A. Harwood

CRD#: 2808701

21860 Burbank Blvd., Suite 100, Woodland Hills, CA 91367

Jeffrey Harwood (CRD# 2808701) is an Investment Advisor Representative working at Ventura Advisors in Woodland Hills, CA and has over 27 years of experience in the finance industry.

Lisa E. Harwood

CRD#: 1637753

21860 Burbank Blvd., Suite 100, Woodland Hills, CA 91367

Lisa Harwood (CRD# 1637753) is an Investment Advisor Representative working at Ventura Advisors in Woodland Hills, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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