Orlando
Saenz

Valley View Consulting LLC

CRD#7833555
Investment Advisor
in Houston, TX

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About this Advisor

Orlando Saenz is a financial advisor based in Houston, Texas, working with Valley View Consulting LLC. Orlando has previously held positions at Texas Capital Bank, Wells Fargo Bank, JPM Chase, and Valley View Consulting, L.L.C. Orlando has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Orlando is part of Valley View Consulting LLC, which operates out of Houston, Texas. The firm has 5 offices and 10 employees. The firm manages assets totaling $14.1 billion and offers services including portfolio management for institutional clients and other services. The fee structure at Valley View Consulting LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Houston, TX

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Valley View Consulting LLC Brokerage Details

Total Assets Under Management

$14,130,000,000

Total Number of Employees

10

Total Number of Accounts

71

Average Account Size

$199,014,085

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

Orlando Saenz Work History

2023 - Present (1 year)

Valley View Consulting, L.L.C

2022 - 2023 (1 year)

Texas Capital Bank

2014 - 2022 (8 years)

Wells Fargo Bank

2014 - 2014 (< 1 year)

Jpm Chase

Disclosures

Please visit the SEC profile of Orlando Saenz 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 Valley View Consulting LLC

Orlando Saenz
Houston, TX
Emily Upshaw
Huddleston, VA
Benjamin Day
Huddleston, VA
Adam Ringgenberg
Huddleston, VA
Richard Long
Huddleston, VA
Timothy Pinon
Huddleston, VA
Jamie Hobbs
Cedar Park, TX

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