VENTURE FORTH FINANCIAL, LLC
VENTURE FORTH FINANCIAL, LLC is an SEC-registered investment adviser (CRD 283315). Regulatory assets under management: $105.0M.
Registration
- CRD: 283315
- SEC file number: 801-136054
- Type: Registered investment adviser
- Phone: 415-308-8438
- Latest filing: 2026-03-30
- Regulatory AUM: $105.0M
- Discretionary AUM: $105.0M
- Clients: 1
- Accounts: 310
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Corporations.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Lindsey Marie Cole | PRINCIPAL/CCO | — |
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