Valley View Management Company, LLC

Valley View Management Company, LLC (CRD# 125556) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $17,537,252 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7525 Mitchell Road, Suite 219, Eden Prairie, MN 55344
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,594,296
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
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Valley View Management Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joel Phillippi, financial advisor Eden Prairie MN
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 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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