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Jeffrey Provence

VALUE TREND CAPITAL MANAGEMENT LP·EL CAJON, California
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1939 FRIENDSHIP DRIVE, SUITE C, EL CAJON, CA 92020CRD# 2619467Firm CRD# 108716
01

About

Jeffrey Provence is a registered financial advisor based in EL CAJON, California, affiliated with VALUE TREND CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
VALUE TREND CAPITAL MANAGEMENT LP
VALUE TREND CAPITAL MANAGEMENT LP
AUM
$7M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at VALUE TREND CAPITAL MANAGEMENT LP →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2619467
Firm CRD# 108716
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Provence offer?
Jeffrey Provence specializes in Investment Management, Fee-Only Advisory. Contact their office in EL CAJON, California for a consultation.
What are Jeffrey Provence's credentials?
Jeffrey Provence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Provence located?
Jeffrey Provence is based in EL CAJON, California, working with VALUE TREND CAPITAL MANAGEMENT LP. Their office serves clients in the EL CAJON metropolitan area and surrounding communities.
How does Jeffrey Provence charge for services?
Jeffrey Provence'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 VALUE TREND CAPITAL MANAGEMENT LP?
VALUE TREND CAPITAL MANAGEMENT LP has approximately 1 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EL CAJON
Ross Provence — VALUE TREND CAPITAL MANAGEMENT LPJoyce Eileen Provence — VALUE TREND CAPITAL MANAGEMENT LPAli Majeed Alogaili — STAMFORD INVESTMENTRyan Alexis Gonzales — TRUE FIDUCIARY CAPITAL, LLCDaniel Robert Palacios — SOCIALTRADER.AI INC.
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
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