Valleywood Capital Group, LLC

Valleywood Capital Group, LLC (CRD# 141453) is a financial advisory firm headquartered in , . They manage $20,109,764 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,256,860
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
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.

CT

Financial Advisors at Valleywood Capital Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William J. Downes
CRD#: 1209421
Madison, CT
93
Wealthminder
score

William Downes (CRD# 1209421) is an Investment Advisor Representative working at Valleywood Capital Group, LLC in Madison, CT and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.