THE VALENTE GROUP LLC

THE VALENTE GROUP LLC is an SEC-registered investment adviser (CRD 168189). Regulatory assets under management: $19.0M.

Registration

• CRD: 168189
• Type: Registered investment adviser
• Phone: 3157174913
• Latest filing: 2026-03-23
• Regulatory AUM: $19.0M
• Non-discretionary AUM: $19.0M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168189 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search