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Valentine Capital The Retirement Planning Group, Inc (San Ramon)


Valentine Capital The Retirement Planning Group, Inc is a large advisory firm based in San Ramon. It manages $78.5 million of regulatory assets for 272 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Valentine Capital The Retirement Planning Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Valentine Capital The Retirement Planning Group: assets under management

The assets under management (AUM) of Valentine Capital The Retirement Planning Group, Inc is $78.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $78.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $288.6 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Valentine Capital The Retirement Planning Group, Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Ramon

The principal office where Valentine Capital The Retirement Planning Group, Inc performs its advisory services is located at 3160 Crow Canyon Place, San Ramon, CA 94583, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-275-0200 or by fax 925-867-3333. The normal business hours are 6:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.vcrpg.com.


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