VALLEY OAK INVESTMENT STRATEGIES LLC
Firm details
- Headquarters
- KALAMAZOO, Michigan
- CRD number
- 336621
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.74%
- Corporations / Businesses25.27%
- Individuals13%
- Charitable Organizations0.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Valley Oak Investment Strategies LLC is a small, privately held limited liability partnership that combines advisory services with broker-dealer and insurance capabilities. The firm serves both individual and family clients as well as institutions, and offers financial planning, portfolio management for individuals and small businesses, pension consulting and manager-selection services. It operates as a capital allocator and charges clients via a mix of AUM-based fees, hourly billing and fixed fees. Valley Oak does not market itself as 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
- Public Funds/Mutual Funds63%
- Exchange Traded Equities37%
Owners & executives
1 of 1MATTHEW RZEPKA
Chief Wealth StrategistCRD 5281614
Contacts
2 of 2MATTHEW CHLOPEK
Senior Financial AdvisorCRD 6615736
PHILIP KEHOE
Wealth StrategistCRD 5759737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KALAMAZOO, MI
KALAMAZOO
Location
KALAMAZOO, MI
Headquartered in KALAMAZOO, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- KALAMAZOO
- Address
- 6011 Stadium Dr
- Time zone
- ET (UTC-5)
- Office locations
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