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VALLEY OAK INVESTMENT STRATEGIES LLC
CRD 336621
6011 STADIUM DRIVE, KALAMAZOO, MI, 49009, United States
Phone
269-492-7220
Fax
269-389-9077
Registration
— (—)
Source
State registered
Total AUM
$43.4M
Discretionary AUM
$18.8M
Team
7 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $5.6M |
| High net worth individuals | 21 | $26.4M |
| Corporations/business entities | 11 | $11.0M |
All web addresses on file
- https://www.youtube.com/@PaladinWealthServices
- https://x.com/Paladin_Wealth
- https://www.facebook.com/profile.php?id=61584408134899
- https://www.instagram.com/paladinwealthservices/
- https://www.linkedin.com/company/paladin-wealth-services/
- https://www.valleyoakcpa.com/
- https://www.kehoefinancialservices.com/
- https://www.paladinws.com/
Official SEC filing: View on IAPD