UZ
Uzi Zimmerman
VENTURA CAPITAL MANAGEMENT
St. George, UT
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CRD#: 5012773
UZ
Professional summary
Uzi Zimmerman is a registered financial advisor currently at VENTURA CAPITAL MANAGEMENT, LLC located in St. George, Utah.
Uzi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Uzi has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I HOLD A MINORITY INVESTMENT IN A REAL ESTATE, COMMERCIAL PROPERTY SINCE JUNE 2002. USING HOME ADDRESS: 15604 ROYAL OAK ROAD, ENCINO, CA 91436. SPEND 0 HOURS OF TIME ON THIS SINCE IT IS A "PASSIVE" INVESTMENT. NO DUTIES.
CRS (Client Relationship Summary) - RIA
Click below to view Uzi Zimmerman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 21, 2005 - Present
VENTURA CAPITAL MANAGEMENT, LLC
RIA
CRD#: 136504
St. George, UT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/21/2005)
Current Firm
VC
VENTURA CAPITAL MANAGEMENT, LLC
VENTURA CAPITAL MANAGEMENT, LLC
CRD#: 136504 / SEC#:
California
Registered Investment Advisory firm - (11/21/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
236 W Sir Monte Dr, St. George, UT 84770
Mailing Address
Phone number
(310) 498-0577
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 10,000,000 |
Red Flags
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