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Building 2VALENTINE VENTURES, LLC

Map pinBEND, OR
Phone541-389-4148
NotebookSEC #801-67710
Total AUM
$137.7M
Employees
5
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
550 SW INDUSTRIAL WAY
SUITE 201
BEND
OR 97702
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
541-389-4148

ReceiptFinancials

Total AUM
$137.7M
Accounts
443
Discretionary
$137.7M
Accounts
443
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$13.8M
HNW Individual Clients
77
AUM
$112.9M
Pension/Profit Sharing Plan Clients
17
AUM
$10.3M
Corporation or Business Clients
1
AUM
$688.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
EDUCATIONAL VIDEOS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILORTXWA

HandshakeAffiliates

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

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