VALLEY FINANCIAL MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$473,254
Discretionary
$473,254
Non-discretionary
$0
Firm details
- CRD number
- 105387
- SEC file number
- 801-113685
- Main office
- NEW YORK, NY, United States
- Employees
- 124
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.