VALMAR CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BURLINGAME, California
CRD number
333682

Firm profile

FINTRX

Overview

Valmar Capital LLC is organized as a limited liability company under individual ownership. Publicly available registry fields classify the firm as unclassified and indicate it is not positioned as a capital allocator or an ESG-focused investor. The firm is not registered as a multi-state adviser, is not identified as a pension consultant or related adviser, and is not listed as newly formed. Available metadata does not include conventional advisory or client-facing business descriptions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • LUCA TOSCANI

    Chief Operating OfficerCRD 4282943

Contacts

1 of 1
  • JOSEPH COX

    Head of Business DevelopmentCRD 7440434

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BURLINGAME, CA

SAN MATEO

Location

BURLINGAME, CA

Headquartered in BURLINGAME, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1212 Mills Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth