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Craig Scott Valdes

MALCOLM H. GISSEN & ASSOCIATES INC.·SAN FRANCISCO, California
Unclaimed Profile
1700 CALIFORNIA STREET, SAN FRANCISCO, CA 94109CRD# 1070843Firm CRD# 115963
01

About

Craig Scott Valdes is a registered financial advisor based in SAN FRANCISCO, California, affiliated with MALCOLM H. GISSEN & ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
MALCOLM H. GISSEN & ASSOCIATES INC.
MALCOLM H. GISSEN & ASSOCIATES INC.
AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MALCOLM H. GISSEN & ASSOCIATES INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 1070843
Firm CRD# 115963
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Scott Valdes offer?
Craig Scott Valdes specializes in Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Craig Scott Valdes's credentials?
Craig Scott Valdes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Scott Valdes located?
Craig Scott Valdes is based in SAN FRANCISCO, California, working with MALCOLM H. GISSEN & ASSOCIATES INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Craig Scott Valdes charge for services?
Craig Scott Valdes's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MALCOLM H. GISSEN & ASSOCIATES INC.?
MALCOLM H. GISSEN & ASSOCIATES INC. has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MALCOLM H. GISSEN & ASSOCIATES INC.

Malcolm Hadley Gissen
SAN FRANCISCO, CA

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