RIA Intel›Advisers›Ohio›VALHALLA INVESTMENT ADVISORY, INC.

VALHALLA INVESTMENT ADVISORY, INC.

Advisory

CINCINNATI, OH

Data as of Jun 5, 2001 · Source: SEC Form ADV

Total AUM
$20M
1-Year AUM Growth
—
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record2
First FilingApr 4, 2001
Latest FilingJun 5, 2001
🔒 Full AUM trend chart and 2 historical filings spanning 1 year
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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