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Valarie Ann Ballein

CLOUD CAPITAL LLC·GROVE, Oklahoma
Unclaimed Profile
4980 LIGHTHOUSE SPRINGS DRIVE, GROVE, OK 74344CRD# 5670912Firm CRD# 150275
01

About

Valarie Ann Ballein is a registered financial advisor based in GROVE, Oklahoma, affiliated with CLOUD CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CLOUD CAPITAL LLC
CLOUD CAPITAL LLC
AUM
$401M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CLOUD CAPITAL LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5670912
Firm CRD# 150275
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Valarie Ann Ballein offer?
Valarie Ann Ballein specializes in Investment Management, Wealth Management. Contact their office in GROVE, Oklahoma for a consultation.
What are Valarie Ann Ballein's credentials?
Valarie Ann Ballein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valarie Ann Ballein located?
Valarie Ann Ballein is based in GROVE, Oklahoma, working with CLOUD CAPITAL LLC. Their office serves clients in the GROVE metropolitan area and surrounding communities.
How does Valarie Ann Ballein charge for services?
Valarie Ann Ballein's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLOUD CAPITAL LLC?
CLOUD CAPITAL LLC has approximately 1 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GROVE
Richard Randall Cloud — CLOUD CAPITAL LLC
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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