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VALEAS CAPITAL PARTNERS
101 California St., Suite 3910
San Francisco, California 94111-5846
Tel: 415-992-3131
About VALEAS CAPITAL PARTNERS
VALEAS CAPITAL PARTNERS, formally registered with the SEC as VALEAS CAPITAL PARTNERS. The firm was established in 03/24/2022. They have over 1 offices throughout the country.
VALEAS CAPITAL PARTNERS is a San Francisco, California based Financial Planning firm with nearly $807,375,386 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317369 |
| SEC# | 801-123517 |
| Assets Managed by Firm | $807,375,386 |
| No. of Clients | 6 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $807,375,386 |
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