VENTURE VISIONARY PARTNERS LLC of SYLVANIA, OH is an SEC-registered investment adviser (CRD 304237). Regulatory assets under management: $5.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Craig Douglas Findley | CHAIRMAN, CHIEF EXECUTIVE, OWNER | — |
| Robert William Retzloff | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Melissa Jo Estrich | CHIEF ADMINISTRATIVE OFFICER | — |
| Craig Arnold Warnimont | CHIEF INVESTMENT OFFICER | — |
| WARNIMONT CRAIG ARNOLD | CHIEF INVESTMENT OFFICER | — |
| FINDLEY CRAIG DOUGLAS | CHAIRMAN, CCO; CHAIRMAN, CHIEF EXECUTIVE OFFICER; CHAIRMAN, CHIEF EXECUTIVE, OWNER | — |
| RETZLOFF ROBERT WILLIAM | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Estrich Melissa | CHIEF ADMINISTRATIVE OFFICER | — |
| LOEB ROBERT SCOTT | MEMBER | — |
| ESTRICH MELISSA JO | CHIEF ADMINISTRATIVE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BONITA SPRINGS | FL | 2 | 239-366-3559 |
| BONITA SPRINGS | FL | 2 | 239-366-3559 |
| — | — | 1 | 419-464-7384 |
| — | — | 1 | 419-464-7390 |
| — | — | 1 | 419-464-7390 |
| — | — | 1 | 419-464-7528 |
| — | — | 1 | 419-464-7384 |
| — | — | 1 | 419-464-7528 |