Rosa
Valencia

Destra Capital Advisors LLC

CRD#4204112
Investment Advisor
in Bozeman, MT

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About this Advisor

Rosa Valencia is a financial advisor who works in Bozeman, Montana with 7 years of relevant experience. Valencia is on the advisory team at Destra Capital Advisors LLC. They have worked at Destra Capital Advisors Llc for their entire career. Valencia maintains Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Destra Capital Advisors LLC is a company that has its headquarters in Bozeman, MT. It handles $188 million in assets under management between its three accounts, making it one of the mid-sized firms in the nation by assets under management. The business provides portfolio management for investment companies. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Destra Capital Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

7 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

443 N. Willson Avenue
Bozeman, MT 59715

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Destra Capital Advisors LLC Brokerage Details

Total Assets Under Management

$187,974,161

MT Average: $2,609,029,241
Total Number of Employees

13

MT Average: 66
Total Number of Accounts

3

MT Average: 6,076
Average Account Size

$62,658,054

MT Average: $429,399

Investment Advisory Services

  • Portfolio management for investment companies

Rosa Valencia Work History

Rosa has been registered as a financial advisor for 7 years.*

2011 - Present (13 years)

Destra Capital Investments LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rosa Valencia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Destra Capital Advisors LLC

Daniel Watnee
Bozeman, MT
Thomas Benton
Carlsbad, CA
Kenneth Merritt
Bozeman, MT
David Tabone
Chesterbrook, PA
Rosa Valencia
Bozeman, MT
Eric Haines
Denver, CO
Robert Watson
Bozeman, MT
Jacob Schultz
Bozeman, MT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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