VALENTINE VENTURES, LLC

BEND, Oregon·4 registered advisors·CRD# 135060
SEC# 801-677100541-389-4148
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at VALENTINE VENTURES, LLC

4 registered advisors
Andrew David Gray
BEND, Oregon
Jessica Neely Valentine
BEND, Oregon
Jonathan David Tapper
BEND, Oregon
William Lindsay Valentine
BEND, Oregon
05

Office Locations

BEND, Oregon
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. VALENTINE VENTURES, LLC (CRD# 135060) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.