OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

607 East Second Avenue
Suite 100
Flint, Michigan 48502
Tel: 810-744-4450

About OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC, formally registered with the SEC as OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. The firm was established in 04/26/2021. They have over 5 offices throughout the country.

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. is a Flint, Michigan based Financial Planning firm with nearly $454,311,121 assets under management, offering retirement planning & investment advisory services to 3669 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312989
SEC#	801-120957
Assets Managed by Firm	$454,311,121
No. of Clients	3669
No. of Advisors	33

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	3669	$454,311,121
Individuals (other than high net worth individuals)	1443	$219,949,697
High net worth individuals	171	$218,056,788
Pension and profit sharing plans	142	$8,108,117
Corporations or other businesses	22	$8,196,519

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