Overview
Assets Under Management: $607 million
Headquarters: FLINT, MI
High-Net-Worth Clients: 44
Average Client Assets: $2 million
Frequently Asked Questions
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. 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 #312989), OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. is subject to fiduciary duty under federal law.
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. is headquartered in FLINT, MI.
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. serves 44 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. manages $607 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,606
Discretionary Accounts: 4,594
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 312989
Filing ID: 1955223
Last Filing Date: 2025-03-28 13:29:00
Website: https://olvinvest.com