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Phillip Michael Valley

EASTWIND CAPITAL, LLC·WESTERVILLE, Ohio
Unclaimed Profile
921 EASTWIND DRIVE, SUITE 101, WESTERVILLE, OH 43081CRD# 2748315Firm CRD# 146957
01

About

Phillip Michael Valley is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with EASTWIND CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
EASTWIND CAPITAL, LLC
ESTATE PLANNING PROFESSIONALS
AUM
$52M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at EASTWIND CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: THIRD PARTY FEES
Regulatory
SEC/IARD CRD# 2748315
Firm CRD# 146957
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Michael Valley offer?
Phillip Michael Valley specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.
What are Phillip Michael Valley's credentials?
Phillip Michael Valley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Michael Valley located?
Phillip Michael Valley is based in WESTERVILLE, Ohio, working with EASTWIND CAPITAL, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Phillip Michael Valley charge for services?
Phillip Michael Valley's firm is compensated through percentage of aum, hourly charges, other: third party fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EASTWIND CAPITAL, LLC?
EASTWIND CAPITAL, LLC has approximately 11 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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