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Find, Compare and Monitor Financial Advisors at WING VENTURE PARTNERS

CRD#: 168461
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

WING VENTURE PARTNERS is located at 480 Lytton Avenue, Palo Alto, CA 94301. WING VENTURE PARTNERS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WING VENTURE PARTNERS’s clients are individuals and 0% of their clients are high net worth individuals. WING VENTURE PARTNERS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WING VENTURE PARTNERS are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WING VENTURE PARTNERS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WING VENTURE PARTNERS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for WING VENTURE PARTNERS Comes From

Understanding the Statistics for WING VENTURE PARTNERS and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
480 Lytton Avenue, Palo Alto, CA 94301
Phone Number
(650) 316-8300
Conflict of interest - Other Business Activities
Related websites
https://twitter.com/wing_vc
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
GARG, GAURAVMEMBER06/20136240637
WAGNER, JAMES, PETERMEMBER06/20136240647
STRAIN, HILARY, SIMPSONCHIEF FINANCIAL OFFICER09/20136033075
BACCHARIS CAPITAL LLCOWNER07/2017

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Advisor's working at WING VENTURE PARTNERS

MW
AdvisorCheck Check Mark

Mark Andrew Witaschek

IAR
CRD#: 1200467
Location:
Tullahoma, TN
Company:
AURELIUS FAMILY OFFICE, LLC
Disclosures:
Experience:
41 years
View Profile
Faisal Nabil Al-hashim
AdvisorCheck Check Mark

Faisal Nabil Al-hashim

Faisal Al Hashim, Faisal N Al-Hashim, Faisal Al-Hashim
IAR
CRD#: 6159004
Location:
Portland, OR 97210
Company:
MAXIAM CAPITAL, LLC
Disclosures:
Experience:
12 years
View Profile
ZZ
AdvisorCheck Check Mark

Zhenyang Zhu

Geoffrey Zhu
PR
CRD#: 6251219
Location:
Chicago, IL 60604
Company:
PEAK6 CAPITAL MANAGEMENT LLC
Disclosures:
Experience:
12 years
View Profile
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