Valence Capital Group, LLC is a large advisory firm based in Chicago. It manages $1.59 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Illinois.
Valence Capital Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Valence Capital Group, LLC is $1.59 billion. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Valence Capital Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jason Nathaniel Shih has been acting as President since 1 Jan 2004. Chad Randall Erwin joined the executive team most recently as the Vice President.
The principal office where Valence Capital Group, LLC performs its advisory services is located at One North Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-334-1500 or by fax 312-334-1501. The normal business hours are 8:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at vcgcap.com.