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Building 2OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Map pinFLINT, MI
Phone810-744-4450
NotebookSEC #801-120957
Total AUM
$607.1M
Employees
30
Clients
2,368

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
607 EAST SECOND AVENUE
SUITE 100
FLINT
MI 48502
United States
Operating Hours
8:30 AM- 5 PM
Monday - Friday
Phone
810-744-4450
Other Offices
4

ReceiptFinancials

Total AUM
$607.1M
Accounts
4,606
Discretionary
$606.8M
Accounts
4,594
Non-Discretionary
$327.8K
Accounts
12

ContactClients

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Individual Clients
2,102
AUM
$520.2M
HNW Individual Clients
44
AUM
$67.5M
Pension/Profit Sharing Plan Clients
187
AUM
$12.7M
Corporation or Business Clients
35
AUM
$6.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSRO Cause of Denial/Suspension
State Registrations
ALARAZCACOFLGAILINLAMIMONCNHNYOHTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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