Valendo Private Asset Management, Inc.
Valendo Private Asset Management, Inc. (CRD# 133544) is a financial advisory firm headquartered in , . They manage $38,000,000 in 36 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Valendo Private Asset Management, Inc.
By the Numbers
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Total Assets Under Management38MILLION
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Total Number of Accounts36ACCOUNTS
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Average Account Value$1,055,556
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, NC, OK
Financial Advisors at Valendo Private Asset Management, Inc.
1
Larry Bradley (CRD# 4890079) is an Investment Advisor Representative working at Valendo Private Asset Management, Inc. in Nichols Hills, OK and has over 19 years of experience in the finance industry.
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