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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 11, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VALENTINE, JOHN, LEO | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| VALENTINE, JOHN, LEO | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| VALENTINE, JOHN, LEO | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| VALENTINE, JOHN, LEO | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| VALENTINE, JOHN, LEO | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| VALENTINE, JOHN, LEO | I | PRESIDENT | E | Control |
| VALENTINE, JOHN, LEO | I | PRESIDENT | E | Control |
| VALENTINE, JOHN, LEO | I | PRESIDENT | E | Control |
| VALENTINE, JOHN, LEO | I | PRESIDENT | E | Control |
| VALENTINE, JOHN, LEO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VALENTINE, JOHN, LEO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VALENTINE, JOHN, LEO | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 11, 2005 REGISTERED
Notice Filings (4)
CA FL NV TX
Address
6111 BOLLINGER CANYON ROADSUITE 100
SAN RAMON, CA 94583
USA
Phone: 925-275-0200