Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
834717882
SEC advisor number
801-116835
FINRA CRD number
304237
AUM ?
$3.16 bn
(as of 6 Jun 23)
Accounts
4,844
(as of 6 Jun 23)
Employees
35
(14 investment advisory or research)
Address
Venture Visionary Partners
5520 MONROE STREET, SUITE B
SYLVANIA
OH 43560
5520 MONROE STREET, SUITE B
SYLVANIA
OH 43560
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
419-379-1501
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Findley, Craig, Douglas | Chairman, Chief Executive, Owner | 05/2019 | > 75% |
| Retzloff, Robert, William | Chief Operating Officer, Chief Compliance Officer | 06/2019 | < 5% |
| Estrich, Melissa, Jo | Chief Administrative Officer | 06/2019 | < 5% |
| Warnimont, Craig, Arnold | Chief Investment Officer | 01/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 25
13F-HR
Quarterly holdings report by institutional manager
21 Oct 24
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
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