VELVETEEN VENTURES

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WILMETTE, Illinois
CRD number
331434

Firm profile

FINTRX

Overview

Velveteen Ventures is organized as a limited liability company and appears to operate as a small, owner-run investment vehicle rather than a traditional retail RIA. The firm is classified as unclassified in the source data and is not identified as a capital allocator or pension consultant. It does not report being an active ESG investor, is not a multistate adviser, and is not listed as a related adviser. The firm’s SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Brenda Fore

    MemberCRD 8067505

  • Betsy Fore

    Founding Partner & Managing DirectorCRD 8067500

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WILMETTE, IL

COOK

Location

WILMETTE, IL

Headquartered in WILMETTE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1241 Central Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth