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Valgro Investments Inc (San Francisco)


Valgro Investments Inc is an adviser based in San Francisco. It manages $1.53 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

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Valgro Investments provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Valgro Investments: assets under management

The assets under management (AUM) of Valgro Investments Inc is $1.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.53 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Valgro Investments Inc for their services and products based on a percentage of assets under management. 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 Francisco

The principal office where Valgro Investments Inc performs its advisory services is located at 377 Warren Dr, San Francisco, CA 94131 1033, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-665-5520 or by fax 415-665-5520. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at valgro.com.


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