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James Raymond Valmonte

INDEPENDENT FINANCIAL ADVISORS LLC·RIVERSIDE, California
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5995 BROCKTON AVENUE, SUITE B, RIVERSIDE, CA 92506-1867CRD# 4026623Firm CRD# 109404
01

About

James Raymond Valmonte is a registered financial advisor based in RIVERSIDE, California, affiliated with INDEPENDENT FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INDEPENDENT FINANCIAL ADVISORS LLC
INDEPENDENT FINANCIAL ADVISORS LLC
AUM
$78M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at INDEPENDENT FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4026623
Firm CRD# 109404
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Raymond Valmonte offer?
James Raymond Valmonte specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RIVERSIDE, California for a consultation.
What are James Raymond Valmonte's credentials?
James Raymond Valmonte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Raymond Valmonte located?
James Raymond Valmonte is based in RIVERSIDE, California, working with INDEPENDENT FINANCIAL ADVISORS LLC. Their office serves clients in the RIVERSIDE metropolitan area and surrounding communities.
How does James Raymond Valmonte charge for services?
James Raymond Valmonte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENT FINANCIAL ADVISORS LLC?
INDEPENDENT FINANCIAL ADVISORS LLC has approximately 1 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RIVERSIDE
Karl L. Hicks — THE LEONARD FINANCIAL GROUP, LLCVernon Trenniss Hall — THE LEONARD FINANCIAL GROUP, LLCJames Daley Roorda — INDEPENDENT FINANCIAL ADVISORS LLCRichard Douglas Piquet — INDEPENDENT FINANCIAL ADVISORS LLCRobert M. Bessee — INDEPENDENT FINANCIAL ADVISORS 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
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