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John Charles Boylan

VALENTINE CAPITAL ASSET MANAGEMENT, INC.·SAN RAMON, California
Unclaimed Profile
6111 BOLLINGER CANYON ROAD, SAN RAMON, CA 94583CRD# 807794Firm CRD# 140861
01

About

John Charles Boylan is a registered financial advisor based in SAN RAMON, 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# 807794
Firm CRD# 140861
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Charles Boylan offer?
John Charles Boylan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN RAMON, California for a consultation.
What are John Charles Boylan's credentials?
John Charles Boylan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Boylan located?
John Charles Boylan is based in SAN RAMON, California, working with VALENTINE CAPITAL ASSET MANAGEMENT, INC.. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does John Charles Boylan charge for services?
John Charles Boylan'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.
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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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