Salomon Smith Barney Venture Services, LLC is a large advisory firm based in New York. It manages $320.36 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New York.
Salomon Smith Barney Venture Services provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Salomon Smith Barney Venture Services, LLC is $320.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Salomon Smith Barney Venture Services, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Andrew Lyon Chase has been acting as President since 1 Nov 2001. Dennis Geran Shea joined the executive team most recently as the Chief Compliance Officer.
The principal office where Salomon Smith Barney Venture Services, LLC performs its advisory services is located at 388 Greenwich Street, New York, NY 10013, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-816-4445 or by fax 646-688-1807. The normal business hours are 9:00am-5:00pm on Monday - Friday.