Javier Contreras
Advisor at Valle Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Valle Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Doral, FL 33166
Credentials
Series 63, Series 65
Industry experience
16 years
Javier Contreras is the owner and sole advisor at Valle Financial Group, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at several firms, including Dinosaur Securities and Dinosaur Merchant Bank Limited. Outside of his advisory work, he is involved in business development through Navona International Services LLC. Valle Financial Group provides discretionary and non-discretionary portfolio management and advisory services primarily to institutional clients, small businesses, and high-net-worth investors. The firm constructs customized asset allocations across multiple asset classes and employs both third-party research and in-house due diligence in its investment approach.
Based on Valle Financial Group
Flat fee arrangements for administrative and consulting services, fees based on scope of project and approved by client
<$1,000,000 - $1,000,000: 2% $1,000,001 - $10,000,000: 1.25% $10,000,001 - $50,000,000: 1.00% >$50,000,001+: 0.50%
Standard hourly fee is $450.00 per hour; rates range from $450 to $1,000 per hour depending on service and personnel
Performance fees up to 20% of gains per quarter for qualified clients (minimum $1,000,000 AUM or $2,200,000 net worth) as defined by SEC Rule 205-3
Account minimum: $250,000 generally (initial investments of lesser amount may be accepted at Adviser's discretion) Fee-only: Hourly fees ranging from $450 to $1,000 per hour; standard hourly fee $450/hr; flat fees also possible for administrative services
8080 Nw 58 St
Doral, FL 33166
Florida
Valle Financial Group LLC
2023 - Present (3 years)
Vento Group Corp
2018 - Present (8 years)
Navona International Services Llc
2017 - Present (9 years)
Dinosaur Merchant Bank Limited
2012 - Present (14 years)
Dinosaur Securities
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Real estate agent
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