Profil
Mr. Nicholas V.
Ventura, Jr., is a President & Chief Executive Officer at NVWM LLC.
He is the founder of the firm.
His career spans over 40 years in the field of investment management, and many of the firm’s clients have been with him from the start.
His areas of expertise include portfolio strategy, asset allocation, and advanced financial planning.
His strong desire to remove the biases and sales pitches from the investment experience was a guiding force to the firm’s independent philosophy.
Mr. Ventura received his undergraduate degree from Rider University.
He is a Certified Financial Planner and a Certified Private Wealth Advisor.
Postes actifs de Nicholas Ventura
| Sociétés | Poste | Début |
|---|---|---|
NVWM LLC
 NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Directeur Général | 01/01/1999 |
Formation de Nicholas Ventura
| Rider University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
NVWM LLC
NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Finance |
