VALPEY FINANCIAL SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$226,009,211
Discretionary
$211,634,164
Non-discretionary
$14,375,047
Firm details
- CRD number
- 154154
- SEC file number
- 801-118576
- Main office
- CONCORD, NH, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.