Valhalla Advisors LLC

Valhalla Advisors LLC (CRD# 310811) is a financial advisory firm headquartered in Glendale, AZ. They manage $6,164,344 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7055 W. Bell Rd, Suite B 20, Glendale, AZ 85308
https://www.thevalhallagroup.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $94,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Valhalla Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Scott Kunz, financial advisor Glendale AZ
Scott W. Kunz
CRD#: 7365464
7055 W. Bell Rd, Suite B 20, Glendale, AZ 85308

Scott Kunz (CRD# 7365464) is an Investment Advisor Representative working at Valhalla Advisors LLC in Glendale, AZ and has over 3 years of experience in the finance industry.

2
Helene Patry, financial advisor Glendale AZ
Helene M. Patry
CRD#: 7885643
7055 W. Bell Rd, Suite B 20, Glendale, AZ 85308

Helene Patry (CRD# 7885643) is an Investment Advisor Representative working at Valhalla Advisors LLC in Glendale, AZ and has 1 year of experience in the finance industry.

3
Jonmark Richardson, financial advisor Glendale AZ
Jonmark Richardson
CRD#: 4919603
7055 W. Bell Rd, Suite B 20, Glendale, AZ 85308

Jonmark Richardson (CRD# 4919603) is an Investment Advisor Representative working at Valhalla Advisors LLC in Glendale, AZ and has over 17 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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