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Central Valley Advisors, LLC

● SEC registered since 2023CRD 324974SEC# 801-128204Sacramento, CA
Export (members)
Reg. AUM
$607.2M
Employees
6
Accounts
1,843
Location
Sacramento, CA

Central Valley Advisors, LLC assets under management

Central Valley Advisors, LLC operates as an SEC-registered investment adviser based in Sacramento, CA. The firm has been registered since 2023. It reports $607.2 million in regulatory assets under management and employs 6 people.

Central Valley Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Americo Joseph Salvetti ControlManaging Partner50-75%2023
Lacey Brenden LawrenceChief Operating OfficerUnder 5%2024
Marion Rita HebertChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Central Valley Advisors, LLC manage?

Central Valley Advisors, LLC reports $607.2 million in regulatory assets under management on its Form ADV.

How many employees does Central Valley Advisors, LLC have?

Central Valley Advisors, LLC reports 6 employees.

Where is Central Valley Advisors, LLC located?

Central Valley Advisors, LLC is based in Sacramento, CA and has been SEC-registered since 2023.

Does Central Valley Advisors, LLC disclose fund performance?

Central Valley Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3455 American River Dr., Suite a, Sacramento, CA 95864
Phone916-414-8282
Office hours7:30 a.m. -3:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$607.2M
Non-discretionary$0
Total (RAUM)$607.2M