Overview
Assets Under Management: $335 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 244
Average Client Assets: $0.7 million
Frequently Asked Questions
VALLEY FINANCIAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105387), VALLEY FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
VALLEY FINANCIAL MANAGEMENT, INC. is headquartered in NEW YORK, NY.
VALLEY FINANCIAL MANAGEMENT, INC. serves 244 high-net-worth clients according to their SEC filing dated July 28, 2023. View client details ↓
According to their SEC Form ADV, VALLEY FINANCIAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VALLEY FINANCIAL MANAGEMENT, INC. manages $335 million in client assets according to their SEC filing dated July 28, 2023.
According to their SEC Form ADV, VALLEY FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 244
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.84%
Average Client Assets: $0.7 million
Total Client Accounts: 506
Discretionary Accounts: 486
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 105387
Filing ID: 1777845
Last Filing Date: 2023-07-28 18:53:00