# Valley Oak Investment Strategies

Valley Oak Investment Strategies is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/paladin-wealth-services

## Regulatory record

- **CRD number:** 336621
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336621

## About

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.

## People

- not publicly disclosed — not publicly disclosed

## Related profiles

- [A.M. Perricone LLC](https://altss.com/profile/am-perricone-llc)
- [Saber Asset Management](https://altss.com/profile/saber-asset-management)

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Last updated: 2026-07-06T01:24:27.952Z

Canonical page: https://altss.com/profile/valley-oak-investment-strategies-llc

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