Valentine Ventures, LLC

Valentine Ventures, LLC (CRD# 135060) is a financial advisory firm headquartered in Bend, OR. They manage $120,586,538 in 509 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $236,909
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NE, OR, TX, WA

Financial Advisors at Valentine Ventures, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew D. Gray
CRD#: 5246929
550 Sw Industrial Way, Building Two Suite 201, Bend, OR 97702
96
Wealthminder
score

Andrew Gray (CRD# 5246929) is an Investment Advisor Representative working at Valentine Ventures, LLC in Bend, OR and has over 9 years of experience in the finance industry. Andrew Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William L. Valentine
CRD#: 1875345
550 Sw Industrial Way, Building Two, Suite 201, Bend, OR 97702
93
Wealthminder
score

William Valentine (CRD# 1875345) is an Investment Advisor Representative working at Valentine Ventures, LLC in Bend, OR and has over 22 years of experience in the finance industry.

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