1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VALLEY FINANCIAL MANAGEMENT, INC.

Map pinNEW YORK, NY
Phone212-407-4362
NotebookSEC #801-113685
Total AUM
$473.3K
Employees
124
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 MADISON AVE.
COMPLIANCE 4TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9-5
Monday - Friday
Phone
212-407-4362

ReceiptFinancials

Total AUM
$473.3K
Accounts
129
Discretionary
$473.3K
Accounts
129
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
120
AUM
$467K
HNW Individual Clients
4
AUM
$6.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
ALCACTFLILLANJNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account