Ian Venzon
Ian Venzon is a registered investment advisor at Pence Capital Management, LLC, based in Newport Beach, CA, with 7 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.7B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5000 Birch Street #8000, Newport Beach, CA, 92660-2158
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ian operates Pence Wealth Management and Pence Financial Group as DBAs for his LPL business, dedicating nearly all of his time to these activities. He also provides administrative support to Pence Capital Management, an independent investment advisor firm, spending a few hours per week on this.
Employment History
Current Registrations
Pence Capital Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pence Wealth Management, INC.
State Registrations1 state
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