Investment adviser · CRD 120845

VENNWELL, LLC

Investment adviser filing (IA)

LAKE FOREST, IL, United States · Form ADV filed Mar 31, 2017

Regulatory AUM
$245M
Form ADV · Item 5.F
Client accounts
693
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

550 OAKWOOD AVENUE
LAKE FOREST, IL, 60045, United States

CRD 120845

Filing source

Form ADV 1090079 · Mar 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.