Venture Visionary Partners is an investment advisor in Sylvania with $3.38 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
834717882
SEC advisor number
801-116835
FINRA CRD number
304237
AUM ?
$3.92 bn
(as of 27 Mar 24)
Accounts
5,412
(as of 27 Mar 24)
Employees
37
(16 investment advisory or research)
Address
Venture Visionary Partners
5520 MONROE STREET, SUITE B
SYLVANIA
OH 43560
5520 MONROE STREET, SUITE B
SYLVANIA
OH 43560
Phone
419-379-1501
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22