VALENTINE CAPITAL RETIREMENT PLANNING GROUP, INC.
CRD #109286 SEC #801-57214 SAN RAMON, CA 925-275-0200
SEC Registered
Total AUM
$176M
Discretionary
$176M
Employees
5
Clients
251
Accounts
310
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $405M | $230M | $175M | 5 | -- |
| Feb 2006 | $405M | $230M | $175M | 5 | -- |
| Oct 2005 | $176M | $176M | $0 | 5 | -- |
| Sep 2005 | $176M | $176M | $0 | 5 | -- |
| Jan 2005 | $60.4M | $60.4M | $0 | 5 | -- |
| Mar 2004 | $60.4M | $60.4M | $0 | 5 | -- |
| Nov 2003 | $37.9M | $37.9M | $0 | 5 | -- |
| Apr 2002 | $65M | $65M | $0 | 5 | -- |
| Oct 2001 | $78.5M | $78.5M | $0 | -- | -- |
| Jun 2001 | $78.5M | $78.5M | $0 | -- | -- |
DateMar 2006
Total AUM$405M
Discretionary$230M
Non-Disc.$175M
Employees5
Clients--
DateFeb 2006
Total AUM$405M
Discretionary$230M
Non-Disc.$175M
Employees5
Clients--
DateOct 2005
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$78.5M
Discretionary$78.5M
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$78.5M
Discretionary$78.5M
Non-Disc.$0
Employees--
Clients--