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VALENTINE CAPITAL ASSET MANAGEMENT, INC.
VALENTINE CAPITAL ASSET MANAGEMENT, INC.
DANVILLE, California
·
4 registered advisors
·
CRD# 140861
SEC# 801-67070
925-275-0200
01
Firm Overview
AUM
$367M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at VALENTINE CAPITAL ASSET MANAGEMENT, INC.
4 registered advisors
John Charles Boylan
SAN RAMON, California
CRD# 807794
John Joseph Gardner
DANVILLE, California
CRD# 1306496
John Leo Valentine
DANVILLE, California
CRD# 1495420
Reynold Carpo Samoranos
DANVILLE, California
CRD# 4636595
05
Office Locations
DANVILLE, California
3 advisors
SAN RAMON, California
1 advisor
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Data sourced from SEC Form ADV filings. VALENTINE CAPITAL ASSET MANAGEMENT, INC. (CRD# 140861) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.