Valentine Capital Asset Management, Inc. is a large advisory firm based in Danville. It manages $366.67 million of regulatory assets for 291 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Louisiana, Mississippi, and 3 other states.
Valentine Capital Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and educational financial planning seminars. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Valentine Capital Asset Management, Inc. is $366.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Valentine Capital Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Valentine Capital Asset Management, Inc. is owned by Whitney J Valentine. John Leo Valentine has been acting as President since 1 Mar 2006. Reynold Carpo Samoranos joined the executive team most recently as the Chief Compliance Officer.
The principal office where Valentine Capital Asset Management, Inc. performs its advisory services is located at 588 San Ramon Valley Boulevard, Danville, CA 94526, which is also the mailing address of the firm. An additional office of the firm is in Pt. Richmond, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-275-0200 or by fax 925-867-3333. The normal business hours are 6:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at valentinewealth.com.