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Building 2VALENTINE CAPITAL ASSET MANAGEMENT, INC

Map pinSAN RAMON, CA
Phone925-275-0200
NotebookSEC #801-57214
Total AUM
$405M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6111 BOLLINGER CANYON ROAD
SUITE 100
SAN RAMON
CA 94583
USA
Operating Hours
6:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
925-275-0200

ReceiptFinancials

Total AUM
$405M
Accounts
600
Discretionary
$230M
Accounts
300
Non-Discretionary
$175M
Accounts
300

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SHARE IN FEE CHARGED BY SUB-ADVISER

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNVTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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