Overview
Assets Under Management: $607 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 104
Average Client Assets: $3 million
Frequently Asked Questions
CENTRAL VALLEY ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324974), CENTRAL VALLEY ADVISORS, LLC is subject to fiduciary duty under federal law.
CENTRAL VALLEY ADVISORS, LLC is headquartered in SACRAMENTO, CA.
CENTRAL VALLEY ADVISORS, LLC serves 104 high-net-worth clients according to their SEC filing dated June 24, 2025. View client details ↓
According to their SEC Form ADV, CENTRAL VALLEY ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CENTRAL VALLEY ADVISORS, LLC manages $607 million in client assets according to their SEC filing dated June 24, 2025.
According to their SEC Form ADV, CENTRAL VALLEY ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,843
Discretionary Accounts: 1,843
Regulatory Filings
CRD Number: 324974
Filing ID: 1999526
Last Filing Date: 2025-06-24 12:03:00
Website: https://thesalvettigroup.com