Valcorra Capital
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 342706
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Valcorra Capital is organized as a limited liability company that offers financial planning and portfolio management services targeted to individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis. In FINTRX’s profile the firm is classified as “Unclassified”; it is not identified as an active ESG investor, a pension consultant, a capital allocator, a related adviser, or a multi-state adviser. The dataset does not show an SEC registration year.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Barrett Ward
Investment AdvisorCRD 7154455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 4221 Rose St
- Time zone
- CT (UTC-6)
- Office locations
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