Grant
Kinchen
Venturi Private Wealth
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About this Advisor
Grant Kinchen is a financial advisor based in Austin, Texas, working with Venturi Private Wealth. Grant has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Otc Global Holdings, Bank Of America, N.A, and Venturi Wealth Management, LLC. Grant has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Grant is part of Venturi Private Wealth, which operates out of Austin, Texas. The firm has 1 office and 33 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Venturi Private Wealth includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Venturi Private Wealth Brokerage Details
$2,308,952,097
33
3,429
$673,360
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Grant Kinchen Work History
Venturi Wealth Management, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Otc Global Holdings
Disclosures
Please visit the SEC profile of Grant Kinchen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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