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Robert Bruce Venezia

KEY INVESTMENT TEAM·ENCINO, California
Unclaimed Profile
16830 VENTURA BLVD, ENCINO, CA 91436CRD# 1036322Firm CRD# 120011
01

About

Robert Bruce Venezia is a registered financial advisor based in ENCINO, California, affiliated with KEY INVESTMENT TEAM. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
KEY INVESTMENT TEAM
KEY INVESTMENT TEAM
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KEY INVESTMENT TEAM →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1036322
Firm CRD# 120011
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Bruce Venezia offer?
Robert Bruce Venezia specializes in Investment Management, Wealth Management. Contact their office in ENCINO, California for a consultation.
What are Robert Bruce Venezia's credentials?
Robert Bruce Venezia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Bruce Venezia located?
Robert Bruce Venezia is based in ENCINO, California, working with KEY INVESTMENT TEAM. Their office serves clients in the ENCINO metropolitan area and surrounding communities.
How does Robert Bruce Venezia charge for services?
Robert Bruce Venezia's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEY INVESTMENT TEAM?
KEY INVESTMENT TEAM has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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