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CRD#: 332427
RIA
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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
Where the Statistical Data for LAUDE VENTURES Comes From
Understanding the Statistics for LAUDE VENTURES 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
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HNWI
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MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
Total
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Redwood City, CA
Phone Number
(650) 200-0313
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at LAUDE VENTURES
CH
Charles Edward Ely Helme
IAR
CRD#: 712007
Location:
New York, NY 10018
Company:
BH ASSET MANAGEMENT, LLC
Disclosures:
Experience:
35 years
Raylonte Marqui Roach
IAR
RR
CRD#: 7630413
Location:
Bethesda, MD 20817
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
3 years
JS
Jenna Reigh Shermoen
IAR
RR
CRD#: 6485599
Location:
Minneapolis, MN 55402
Company:
RIVERBRIDGE
Disclosures:
Experience:
7 years
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