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Building 2VALPEY FINANCIAL SERVICES LLC

Map pinCONCORD, NH
Phone603-856-7945
NotebookSEC #801-118576
Total AUM
$226M
Employees
4
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 NORTH MAIN STREET SUITE 500
CONCORD
NH 03301
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
603-856-7945
Other Offices
1

ReceiptFinancials

Total AUM
$226M
Accounts
616
Discretionary
$211.6M
Accounts
488
Non-Discretionary
$14.4M
Accounts
128

ContactClients

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Individual Clients
117
AUM
$45M
HNW Individual Clients
69
AUM
$181M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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