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VALENTINE INVESTMENTS, LLC
CRD 153898 · SEC 801-71468
5310 HARVEST HILL ROAD, SUITE 227, DALLAS, TX, 75230, United States
Phone
214-363-4865
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.9M
Discretionary AUM
$24.6M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $5.1M |
| High net worth individuals | 20 | $25.8M |
All web addresses on file
Official SEC filing: View on IAPD