Aventura Securities        Aventura Capital Management        Aventura Insurance Services
 

 

Client Wealth Mangement

 

Aventura Securities, LLC and Aventura Capital Management, LLC Private Client Wealth Management ("Aventura") was formulated to cater to the growing private wealth management needs of sophisticated institutional, corporate, and high net worth individuals.  Increased wealth has driven attention away from traditional investment and service providers to a more comprehensive approach to total wealth management.

 

This approach to all platforms delivers the product and or services the private client needs rather than what the firm offers creating a complete open architecture without public ownership or proprietary pressures.  These platforms include:

 

bulletAventura Securities, LLC - A full service FINRA member broker/dealer that is able to transact a full array of traditional and alternative investments and provide individual, corporate, and retirement brokerage accounts.

 

bulletAventura Capital Management, LLC - A S.E.C. Registered Investment Advisery Firm (RIA) that provides comprehensive financial planning, analysis, and asset management on a fee based schedule.

 

bulletAventura Insurance Services, LLC  -A General Insurance Agency that offers its clients individual and group insurance.

 

AVENTURA’s wealth managers evaluate the individual needs of its clients and creates a customized program in regards to fee structures, services, and solutions that can include:

 

bulletOversight of Fiduciary services
bulletTax Sensitive Asset Management
bulletCash Flow Management
bulletAsset Allocation and Management Selection
bulletPerformance Measurement Analysis
bulletStructured Transactions
 

Copyright © Aventura Holdings, LLC

Securities offered through Aventura Securities, LLC member FINRA and SIPC
Investment Advisery Services offered by Aventura Capital Management, LLC an S.E.C. registered Investment Adviser
Insurance products are offered through either Aventura Insurance Services, LLC a Florida Insurance Agency and/or underwritten by unaffiliated insurance companies.

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