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Valen Private Capital, LLC

EST. AUM
$482,643,221

CONTACTS

CLIENT ACCOUNTS
89

Firm Details

Metro area Philadelphia
CRD Number 342364
Website valenpc.com
Client types

Overview

Valen Private Capital, LLC is a SEC-registered investment advisory firm that provides discretionary and non-discretionary investment management, financial planning, consulting, and wealth management services to high-net-worth individuals, families, trusts, charitable organizations, and business entities. The firm focuses on delivering customized portfolio management and long-term wealth preservation strategies tailored to clients’ financial objectives and risk profiles.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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