This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Principal · SSG · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-21-2020
- Office Locations
- 1
Office Locations
About Valhalla Advisors LLC
Valhalla Advisors LLC (The Valhalla Group) is an Arizona-based RIA serving retail clients with financial and retirement planning, investment management, and related support such as tax, estate/legacy planning and insurance. Portfolios emphasize asset allocation and index-based implementation, with meaningful use of ETFs. The firm outlines a simple, appointment-driven process designed to reduce client confusion, and works with major custodians such as Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JONMARK RICHARDSON
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #4919603
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,812,976 | -- |
| Non-Discretionary | $4,068,875 | -- |
| Total | $22,881,851 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing