VALDES & MORENO, INC.
Firm details
- Headquarters
- Parkville, Missouri
- CRD number
- 37560
- Registered since
- May 2, 1995
- Website
- valdesmoreno.com
Firm profile
FINTRXOverview
Valdes & Moreno, Inc. is organized as a corporation and has been SEC-registered since 1995. The firm is owner-operated under an individual ownership structure and is listed with an "unclassified" regulatory profile. Reported firm attributes indicate it does not act as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser.
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
Owners & executives
1 of 1Glen Dakan
CEOCRD 7863635
Contacts
3 of 6James Listrom
InternCRD 7779154
CESAR MALDONADO
PartnerCRD 5187025
MARCO LISTROM
PresidentCRD 310764
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Parkville, MO
PLATTE
Location
Parkville, MO
Headquartered in Parkville, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- PLATTE
- Address
- 819 Main St
- Time zone
- CT (UTC-6)
- Office locations
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