James
Sanders

Venturi Private Wealth

CRD#1342176
Investment Advisor
in Austin, TX

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About this Advisor

James Sanders is a financial advisor based out of Austin, Texas who has 5 years of relevant experience. Sanders is an advisor for Venturi Private Wealth. Throughout their career, Sanders has worked at Potomac Research Group and Venturi Wealth Mgt. Sanders holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Venturi Private Wealth is a registered investment business that has its headquarters in Austin, TX. It has a total of 32 financial advisors. It handles $2 billion in total assets across its 3,588 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 3,588 client accounts, 69% are held by high-net-worth investors who have more than $1 million in assets. Venturi Private Wealth offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the type of services offered. However, fee types charged by Venturi Private Wealth likely include some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3600 N. Capital Of Texas Hwy. Building B, Suite 200
Austin, TX 78746

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Venturi Private Wealth Brokerage Details

Total Assets Under Management

$1,973,168,667

TX Average: $3,042,739,679
Total Number of Employees

32

TX Average: 49
Total Number of Accounts

3,588

TX Average: 2,315
Average Account Size

$549,936

TX Average: $1,314,358

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

James Sanders Work History

James has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

Venturi Wealth Mgt

2012 - Present (12 years)

Potomac Research Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Sanders 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 Venturi Private Wealth

Jay Willcox
Austin, TX
Kent Mitchell
Austin, TX
James Sanders
Austin, TX
Emily Mccracken
Austin, TX
Meredith Jackson
Austin, TX
Grant Kinchen
Austin, TX
Alex Holt
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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