AV
AV

August Henry Velten

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

475 Springfield Ave., Suite #1, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

August is the owner and president of August H. Velten & Associates, where he sells life, health insurance, and annuities. This takes nearly full-time hours, with about half of August's time spent during trading hours.

Employment History
Current Registrations
Simplicity Wealth
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Horter Investment Management, LLC
January 2016 - April 2019 · 3 yrs 3 mos
Redhawk Wealth Advisors, INC.
April 2012 - January 2016 · 3 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.