Valence8

Valence8 (CRD# 317389) is a financial advisory firm headquartered in , . They manage $909,472,824 in 6 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

https://www.linkedin.com/company/valence8

By the Numbers

Total Assets Under Management

909

MILLION
Total Number of Accounts

6

ACCOUNTS
Average Account Value

$151,578,804

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles (other than investment companies)
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, MA, NY

Financial Advisors at Valence8

Showing 1 - 2 of 2 top financial advisors.

Alejandro Goldberg

CRD#: 7588829

Cambridge, MA

Alejandro Goldberg (CRD# 7588829) is an Investment Advisor Representative working at Valence8 in Cambridge, MA and has 1 year of experience in the finance industry.

George C. Lai

CRD#: 4710081

Cambridge, MA

George Lai (CRD# 4710081) is an Investment Advisor Representative working at Valence8 in Cambridge, MA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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