Advisor at Valley Regional Capital Management LLC
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Firm
Valley Regional Capital Management LLC
Location
Brownsville, TX
Credentials
Series 65, Series 66
Industry experience
15 years
Leonardo Walss is an independent financial advisor at Valley Regional Capital Management LLC with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Gagni Asset Management LLC, Transpecos Banks, and Acelity. Outside of advisory services, he serves as an assistant vice president at Transpecos Bank in San Antonio, TX. Valley Regional Capital Management LLC provides portfolio management services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and quantitative analysis, employing long-term and options trading strategies tailored to documented client risk tolerances.
Based on Valley Regional Capital Management LLC
$0 - $5,000,000: 2% $5,000,001 - $10,000,000: 1.2% $10,000,001+: 0.80%
Brownsville, TX
Texas
Gagni Asset Management LLC
2017 - Present (9 years)
Transpecos Banks
2017 - Present (9 years)
Acelity
2015 - 2016 (1 year)
Valley Regional Capital Management LLC
2014 - Present (12 years)
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Other specialized services
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Series 63, Series 66
Brownsville, TX
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