OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. of FLINT, MI is an SEC-registered investment adviser (CRD 312989). Regulatory assets under management: $607.1M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Joel Philip Lagore | CHIEF LEGAL OFFICER | — |
| Jesse Michael Vanvalin | CHIEF INVESTMENT OFFICER | — |
| Timothy Fiske Tenneriello | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICE | — |
| LAGORE JOEL PHILIP | CHIEF LEGAL OFFICER; SHAREHOLDER | — |
| LAGORE SONYA KIM | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER; SHAREHOLDER/ CCO | — |
| VANVALIN JESSE MICHAEL | CHIEF INVESTMENT OFFICER; SHAREHOLDER | — |
| VANVALIN ELIZABETH ANN | CHIEF OPERATIONS OFFICER; SHAREHOLDER | — |
| TENNERIELLO TIMOTHY FISKE | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICE | — |
| Tenneriello Timothy | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICE | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| LIVONIA | MI | 4 | 248-442-0040 |
| LIVONIA | MI | 4 | 248-442-0040 |
| FRISCO | TX | 3 | 469-287-5657 |
| FRISCO | TX | 3 | 469-287-5657 |
| ROCHESTER | MI | 1 | 800-338-4586 |
| SAGINAW | MI | 1 | 810-744-4450 |
| SAGINAW | MI | 1 | 810-744-4450 |
| ROCHESTER | MI | 1 | 800-338-4586 |