Valley View Consulting LLC

Valley View Consulting LLC (CRD# 108583) is a financial advisory firm headquartered in , . They manage $3,637,668,207 in 43 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3,638
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $84,596,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, TX, VA

Financial Advisors at Valley View Consulting LLC
Showing 1 - 6 of 6 top financial advisors.
1
Susan K. Anderson
CRD#: 3023893
Austin, TX
93
Wealthminder
score

Susan Anderson (CRD# 3023893) is an Investment Advisor Representative working at Valley View Consulting LLC in Austin, TX and has over 15 years of experience in the finance industry.

2
Benjamin F. Day
CRD#: 1380785
Huddleston, VA
93
Wealthminder
score

Benjamin Day (CRD# 1380785) is an Investment Advisor Representative working at Valley View Consulting LLC in Huddleston, VA and has over 31 years of experience in the finance industry.

3
William J. Koch
CRD#: 4817884
Huddleston, VA
93
Wealthminder
score

William Koch (CRD# 4817884) is an Investment Advisor Representative working at Valley View Consulting LLC in Huddleston, VA and has over 12 years of experience in the finance industry.

4
Richard G. Long
CRD#: 1534226
Huddleston, VA
93
Wealthminder
score

Richard Long (CRD# 1534226) is an Investment Advisor Representative working at Valley View Consulting LLC in Huddleston, VA and has over 30 years of experience in the finance industry.

5
Thomas H. Ross
CRD#: 5842216
Huddleston, VA
93
Wealthminder
score

Thomas Ross (CRD# 5842216) is an Investment Advisor Representative working at Valley View Consulting LLC in Huddleston, VA and has over 6 years of experience in the finance industry.

6
Emily A. Upshaw
CRD#: 6156224
Austin, TX
90
Wealthminder
score

Emily Upshaw (CRD# 6156224) is an Investment Advisor Representative working at Valley View Consulting LLC in Austin, TX and has 1 year of experience in the finance industry.

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