$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-28-2014
- Office Locations
- 1
Office Locations
-- Brownsville TX
About Valley Regional Capital Management LLC
Valley Regional Capital Management LLC is a Brownsville-based RIA. The firm has been operating for 12 years. Managing $1.4M in total assets under management, with 1 advisory representatives.
Team overview
40 AVG AGE
$1.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
LEONARDO WALSS
Chief Compliance Officer, President
- CRD
- #4958416
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,354,949 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,354,949 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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