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Oliver Lagore Vanvalin Investment Group, Inc.

CRD 312989SEC# 801-120957Flint, MI
Export (members)
No longer SEC-registered. Oliver Lagore Vanvalin Investment Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$607.1M
Employees
30
Accounts
4,606
Location
Flint, MI

Oliver Lagore Vanvalin Investment Group, Inc. assets under management

Oliver Lagore Vanvalin Investment Group, Inc. is an investment advisory firm registered with the SEC based in Flint, MI. It reports $607.1 million in regulatory assets under management and employs 30 people.
View on SEC.gov ↗

Oliver Lagore Vanvalin Investment Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Jesse Michael Vanvalin ControlChief Investment Officer25-50%2021
Joel Philip Lagore ControlChief Legal Officer25-50%2021
Timothy Fiske Tenneriello ControlChief Compliance Officer, Chief Executive Office25-50%2024

Frequently asked questions

How much does Oliver Lagore Vanvalin Investment Group, Inc. manage?

Oliver Lagore Vanvalin Investment Group, Inc. reports $607.1 million in regulatory assets under management on its Form ADV.

How many employees does Oliver Lagore Vanvalin Investment Group, Inc. have?

Oliver Lagore Vanvalin Investment Group, Inc. reports 30 employees.

Where is Oliver Lagore Vanvalin Investment Group, Inc. located?

Oliver Lagore Vanvalin Investment Group, Inc. is based in Flint, MI.

Does Oliver Lagore Vanvalin Investment Group, Inc. disclose fund performance?

Oliver Lagore Vanvalin Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address607 East Second Avenue, Suite 100, Flint, MI 48502
Office hours8:30 a.m.- 5 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$606.8M
Non-discretionary$328K
Total (RAUM)$607.1M