The Valente Group LLC
The Valente Group LLC (CRD# 168189) is a financial advisory firm headquartered in , . They manage $9,200,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Valente Group LLC
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts42ACCOUNTS
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Average Account Value$219,048
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at The Valente Group LLC
1
Salvatore Valente (CRD# 5042083) is an Investment Advisor Representative working at The Valente Group LLC in Herkimer, NY and has over 17 years of experience in the finance industry.
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