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).
Total Assets Under Management13MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$1,262,049
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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.