Valdes & Moreno, Inc.
Firm details
- Headquarters
- Parkville, Missouri
- CRD number
- 37560
- Registered since
- May 2, 1995
- Website
- valdesmoreno.com
Firm profile
FINTRXOverview
Valdes & Moreno, Inc. is organized as a corporation and has been SEC-registered since 1995. Public profile fields are sparse: the firm is listed as individually owned and classified as "unclassified" in the available dataset. It is not flagged as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided descriptive information about its advisory activities, fee model, client segments, or investment focus in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Glen Dakan
CEOCRD 7863635
Contacts
3 of 6James Listrom
InternCRD 7779154
Cesar Maldonado
PartnerCRD 5187025
Marco Listrom
PresidentCRD 310764
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Parkville, MO
Platte
Location
Parkville, MO
Headquartered in Parkville, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Platte
- Address
- 819 Main St
- Time zone
- CT (UTC-6)
- Office locations
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