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CRD#: 135060
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for VALENTINE VENTURES, LLC Comes From
Understanding the Statistics for VALENTINE VENTURES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
550 Sw Industrial Way Suite 201, Bend, OR 97702
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at VALENTINE VENTURES, LLC
RK
Richard Anthony Krawczeski
PR
CRD#: 2684067
Location:
Akron, OH 44333
Company:
SEQUOIA FINANCIAL GROUP, L.L.C.
Disclosures:
Experience:
30 years
John Tanner Powell
IAR
RR
CRD#: 7711744
Location:
Los Angeles, CA 90036
Company:
EQUITABLE ADVISORS, LLC
Disclosures:
Experience:
2 years
BW
Bruce Allan Western
IAR
RR
CRD#: 1896024
Location:
Cedar Rapids, IA
Company:
CREATIVE FINANCIAL DESIGNS, INC.
Disclosures:
Experience:
37 years
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