Valley Regional Capital Management LLC
Valley Regional Capital Management LLC (CRD# 169706) is a financial advisory firm headquartered in , . They manage $1,144,515 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Valley Regional Capital Management LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$143,064
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.
TX
Financial Advisors at Valley Regional Capital Management LLC
1
Leonardo Walss (CRD# 4958416) is an Investment Advisor Representative working at Valley Regional Capital Management LLC in San Antonio, TX and has over 18 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.