VALUEVEST CAPITAL
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 328321
Firm profile
FINTRXOverview
Valuevest Capital operates as a limited liability company focused on investment management. The firm does not classify itself under a specific investment category, which suggests a flexible approach to investment strategies. While it does not actively engage in capital allocation or ESG investing, it may explore various investment avenues based on client needs. The firm is structured to cater to individual clients, although specific details about their client base and fee structure have not been disclosed.
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
Contacts
1 of 1CHASE AUANSAKUL
DirectorCRD 7809454
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 6860 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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