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Building 2VALLEY WEALTH, INC.

Map pinMODESTO, CA
Phone209-579-5900
NotebookSEC #801-68866
Total AUM
$313.1M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 BANNER COURT, SUITE 1
MODESTO
CA 95350
United States
Operating Hours
8:00AM-4:00PM
Monday - Friday
Phone
209-579-5900

ReceiptFinancials

Total AUM
$313.1M
Accounts
2,759
Discretionary
$300.1M
Accounts
2,342
Non-Discretionary
$13M
Accounts
417

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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