Overview
Assets Under Management: $143 million
Headquarters: BEND, OR
High-Net-Worth Clients: 86
Average Client Assets: $1.3 million
Frequently Asked Questions
VALENTINE VENTURES, 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 #135060), VALENTINE VENTURES, LLC is subject to fiduciary duty under federal law.
VALENTINE VENTURES, LLC is headquartered in BEND, OR.
VALENTINE VENTURES, LLC serves 86 high-net-worth clients according to their SEC filing dated March 20, 2018. View client details ↓
According to their SEC Form ADV, VALENTINE VENTURES, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
VALENTINE VENTURES, LLC manages $143 million in client assets according to their SEC filing dated March 20, 2018.
According to their SEC Form ADV, VALENTINE VENTURES, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.39%
Average Client Assets: $1.3 million
Total Client Accounts: 479
Discretionary Accounts: 479
Regulatory Filings
CRD Number: 135060
Filing ID: 1180315
Last Filing Date: 2018-03-20 17:18:00