Valiance Group
RIASEC Registered
Total AUM
$2.5M
Discretionary
$0
0% of AUM
Avg account
$1.2M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170689
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Valiance Group is an independent registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm serves a predominantly individual and family client base and charges clients on a percentage-of-assets-under-management basis, with the option for hourly billing. Valiance Group identifies as a single-state adviser and does not position itself as a capital allocator or an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities58%
- Cash & Cash Equivalents42%
Contacts
1 of 1Edmund Burke
OwnerCRD 6308394
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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