Valley Financial Management, Inc.

Valley Financial Management, Inc. (CRD# 105387) is a financial advisory firm headquartered in New York, NY. They manage $334,890,166 in 506 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $661,838
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DE, FL, IL, LA, MD, NJ, NY, OH, SC, TX

Financial Advisors at Valley Financial Management, Inc.
No Advisor Found.
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