Valley View Management Company, LLC

Valley View Management Company, LLC (CRD# 125556) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $12,620,488 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Valley View Management Company, LLC
Showing 1 - 1 of 1 top financial advisors.
Joel J. Phillippi
CRD#: 362433
9975 Valley View Road, Eden Prairie, MN 55344

Joel Phillippi (CRD# 362433) is an Investment Advisor Representative working at Valley View Management Company, LLC in Eden Prairie, MN and has over 35 years of experience in the finance industry.

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