Lenihan Virginia Vallery (Bryan)

Lenihan Virginia Vallery is a mid-sized advisory firm based in Bryan. It manages $64.43 million of regulatory assets for 171 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Lenihan Virginia Vallery provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lenihan Virginia Vallery: assets under management

The assets under management (AUM) of Lenihan Virginia Vallery is $64.43 million. The firm's AUM has grown by 7% since the beginning of its operation, and $64.43 million of the total AUM is attributable to clients outside of the United States.

The firm manages $62.98 million in discretionary accounts and $1.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $372.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $724.83 thousand.

Investments

The firm invests in investment grade corporate bonds the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lenihan Virginia Vallery for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lenihan Virginia Vallery serves?

The only and largest group of clients of Lenihan Virginia Vallery is individuals with 50 clients and $64.43 million of assets under management. Among the 3 most similar advisory firms, Lenihan Virginia Vallery has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $64.43 million for 50 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Lenihan Virginia Vallery doesn't advise any private funds.

Based in Bryan

The principal office where Lenihan Virginia Vallery performs its advisory services is located at 405 Crescent Drive, Bryan, TX 77801 3712, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.