Valdes & Moreno, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Parkville, Missouri
CRD number
37560
Registered since
May 2, 1995

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth