Valleywood Capital Group, LLC

Valleywood Capital Group, LLC (CRD# 141453) is a financial advisory firm headquartered in , . They manage $25,354,933 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $1,334,470
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
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 Downes, financial advisor Madison CT
William J. Downes
CRD#: 1209421
Madison, CT

William Downes (CRD# 1209421) is an Investment Advisor Representative working at Valleywood Capital Group, LLC in Madison, CT 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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