Valley Wealth Strategies, LLC
Valley Wealth Strategies, LLC (CRD# 289737) is a financial advisory firm headquartered in Lodi, CA. They manage $1,021,500,000 in 4,110 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,022MILLION
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Total Number of Accounts4,110ACCOUNTS
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Average Account Value$248,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, HI, ID, IL, IN, MA, NM, NV, NY, OR, TN, TX, UT, VA, WA
Eugene Bowan (CRD# 1562682) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 29 years of experience in the finance industry.
Philip Bullard (CRD# 5092821) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Ventura, CA and has over 17 years of experience in the finance industry.
Daniel Buster (CRD# 2966622) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 24 years of experience in the finance industry.
Barbara Gruenwald (CRD# 5314793) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 16 years of experience in the finance industry.
Robert Hornaday (CRD# 1066024) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Briarcliff, TX and has over 27 years of experience in the finance industry.
Eric Hughes (CRD# 4471291) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Sunnyvale, CA and has over 22 years of experience in the finance industry.
Paula Key (CRD# 1411946) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 24 years of experience in the finance industry.
Nicole Kikugawa (CRD# 4818744) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Sonora, CA and has over 19 years of experience in the finance industry.
Kelly Kruzick (CRD# 1787489) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Santa Monica, CA and has over 25 years of experience in the finance industry.
Narine Mardanyan (CRD# 5394252) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 16 years of experience in the finance industry.