Skip to content
VO
RIA · CRD 336621State-Registered Investment Adviser

Updated:

Valley Oak Investment Strategies

VALLEY OAK INVESTMENT STRATEGIES LLC is a state-registered investment adviser in KALAMAZOO, MI. The firm manages $43 million in assets, $19 million on a...

Overview

VALLEY OAK INVESTMENT STRATEGIES LLC is a state-registered investment adviser in KALAMAZOO, MI. The firm manages $43 million in assets, $19 million on a discretionary basis. It has 7 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Principals

not publicly disclosed

not publicly disclosed

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research Valley Oak Investment Strategies in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More RIA profiles