AdvisorOS Directory
Claim Profile
JV

John Leo Valentine

VALENTINE CAPITAL ASSET MANAGEMENT, INC.·DANVILLE, California
Unclaimed Profile
588 SAN RAMON VALLEY BOULEVARD, DANVILLE, CA 94526CRD# 1495420Firm CRD# 140861
01

About

John Leo Valentine is a registered financial advisor based in DANVILLE, California, affiliated with VALENTINE CAPITAL ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VALENTINE CAPITAL ASSET MANAGEMENT, INC.
VALENTINE CAPITAL ASSET MANAGEMENT, INC.
AUM
$367M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VALENTINE CAPITAL ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1495420
Firm CRD# 140861
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DANVILLE?

Browse all registered financial advisors in DANVILLE, California or claim this profile if it's yours.

Browse DANVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Leo Valentine offer?
John Leo Valentine specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DANVILLE, California for a consultation.
What are John Leo Valentine's credentials?
John Leo Valentine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Leo Valentine located?
John Leo Valentine is based in DANVILLE, California, working with VALENTINE CAPITAL ASSET MANAGEMENT, INC.. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does John Leo Valentine charge for services?
John Leo Valentine's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALENTINE CAPITAL ASSET MANAGEMENT, INC.?
VALENTINE CAPITAL ASSET MANAGEMENT, INC. has approximately 4 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DANVILLE
Scott Mitchell Landress — SLRA, INC.Scot D Marsh — SLRA, INC.Robert Joseph Lucia — ANDREWS, LUCIA WEALTH MANAGEMENT LLCDavid Paul Herrmann — HERRMANN & COOKE, INC.Douglas Andrew Goldberg — ANDREA EVERETT LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile