VALIANCE GROUP

VALIANCE GROUP is an SEC-registered investment adviser (CRD 170689). Regulatory assets under management: $2.5M.

Registration

• CRD: 170689
• Type: Registered investment adviser
• Phone: 216-282-2020
• Latest filing: 2024-05-15
• Regulatory AUM: $2.5M
• Non-discretionary AUM: $2.5M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170689 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search