Anthony
Venturi
Cole Wealth Management, LLC
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About this Advisor
Anthony Venturi is a financial advisor based in Scottsdale, Arizona, working with Cole Wealth Management, LLC. Anthony has previously held positions at School, Omnimax, and Cole Wealth Management LLC. Anthony has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Anthony is part of Cole Wealth Management, LLC, which operates out of Scottsdale, Arizona. The firm has 3 employees and manages assets totaling $145.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Cole Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cole Wealth Management, LLC Brokerage Details
$145,000,000
3
285
$508,772
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Anthony Venturi Work History
Cole Wealth Management LLC
Omnimax
School
Disclosures
Please visit the SEC profile of Anthony Venturi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cole Wealth Management, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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