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Find, Compare and Monitor Financial Advisors at PLUS VENTURE PARTNERS, LLC

CRD#: 299033
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

PLUS VENTURE PARTNERS, LLC is located at 1729 Abbot Kinney Blvd, Venice, CA 90291 and was first established at Los Angeles, Delaware in 09/24/2018. After operating for 7 years, PLUS VENTURE PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PLUS VENTURE PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. PLUS VENTURE PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PLUS VENTURE PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PLUS VENTURE PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PLUS VENTURE PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for PLUS VENTURE PARTNERS, LLC Comes From

Understanding the Statistics for PLUS VENTURE PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1729 Abbot Kinney Blvd, Venice, CA 90291
Mailing Address
578 Washington Blvd 1700, Marina Del Rey, CA 90292
Firm Size
Small
Phone Number
(310) 577-6700
Established
Delaware since 09/24/2018
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PLUS VENTURES, LLC100% OWNER
LEB, NICOLE LYNNCHIEF COMPLIANCE OFFICER5958519
LILLING, ADAM DOUGLASCEO/MANAGING DIRECTOR6190161
PETERS, ROBERT WILLIAMFINOP1704577

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Advisor's working at PLUS VENTURE PARTNERS, LLC

RP

Robert William Peters

Robert W Peters, Robert William Peters
RR
CRD#: 1704577
Location:
New York, NY 10281
Company:
INTEGRAL WEALTH SECURITIES LLC
Disclosures:
Experience:
16 years
View Profile
AL

Adam Douglas Lilling

Adam Lilling
RR
CRD#: 6190161
Location:
Venice, CA 90291
Company:
PLUS VENTURE PARTNERS, LLC
Disclosures:
Experience:
7 years
View Profile
AG

Amanda Jean Groves

Amanda Groves
RR
CRD#: 6208032
Location:
Venice, CA 90291
Company:
PLUS VENTURE PARTNERS, LLC
Disclosures:
Experience:
12 years
View Profile
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