Valence8
Valence8 (CRD# 317389) is a financial advisory firm headquartered in , . They manage $909,472,824 in 6 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management909MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$151,578,804
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NY
Financial Advisors at Valence8
1
Alejandro Goldberg (CRD# 7588829) is an Investment Advisor Representative working at Valence8 in Cambridge, MA and has 1 year of experience in the finance industry.
2
George Lai (CRD# 4710081) is an Investment Advisor Representative working at Valence8 in Cambridge, MA and has over 16 years of experience in the finance industry.
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