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Melissa Jo Estrich

VENTURE VISIONARY PARTNERS LLC·SYLVANIA, Ohio
Clean recordVENTURE VISIONARY PARTNERS LLC
5520 MONROE STREET, SYLVANIA, OH 43560CRD# 2593813Firm CRD# 304237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Jo Estrich · SYLVANIA, OH
Registration
CRD #2593813 · VENTURE VISIONARY PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melissa Jo Estrich is a registered financial advisor based in SYLVANIA, Ohio, affiliated with VENTURE VISIONARY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VENTURE VISIONARY PARTNERS LLC
VENTURE VISIONARY PARTNERS LLC
AUM
$3.9B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at VENTURE VISIONARY PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2593813
Firm CRD# 304237
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Melissa Jo Estrich offer?
Melissa Jo Estrich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYLVANIA, Ohio for a consultation.
What are Melissa Jo Estrich's credentials?
Melissa Jo Estrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Jo Estrich located?
Melissa Jo Estrich is based in SYLVANIA, Ohio, working with VENTURE VISIONARY PARTNERS LLC. Their office serves clients in the SYLVANIA metropolitan area and surrounding communities.
How does Melissa Jo Estrich charge for services?
Melissa Jo Estrich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VENTURE VISIONARY PARTNERS LLC?
VENTURE VISIONARY PARTNERS LLC has approximately 37 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VENTURE VISIONARY PARTNERS LLC

Craig Arnold Warnimont
SYLVANIA, OH
Craig Douglas Findley
SYLVANIA, OH
Robert Scott Loeb
SYLVANIA, OH
Robert William Retzloff
SYLVANIA, OH

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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
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Research
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