Be advised. This firm is no longer registered.

Valentine Capital Asset Management, Inc.

Valentine Capital Asset Management, Inc. (CRD# 140861) is a financial advisory firm headquartered in Danville, CA. They manage $366,672,619 in 291 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
588 San Ramon Valley Boulevard, 2nd Floor, Danville, CA 94526
By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $1,260,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, MS, NV, TX, UT

Financial Advisors at Valentine Capital Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John Valentine, financial advisor San Ramon CA
John L. Valentine
CRD#: 1495420
6111 Bolinger Canyon Road, Suite 100, San Ramon, CA 94583

John Valentine (CRD# 1495420) is an Investment Advisor Representative working at Valentine Capital Asset Management, Inc. in San Ramon, CA and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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