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 with individual ownership and is listed in public records with limited disclosure about its activities. Available data classifies the firm as "unclassified" and indicates it does not operate as a capital allocator, is not an active ESG investor, and does not identify as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. There are no public details about its fee schedule, advisory services, client segments, or investment preferences. The sparse profile and the absence of descriptive firm activities suggest a very limited public footprint; the firm has not provided customary information about how it sources or structures investment strategies.
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
Location
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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