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Building 2VALPEY FINANCIAL SERVICES LLC

Map pinCONCORD, NH
Phone603-856-7945
NotebookSEC #801-71547
Total AUM
$34M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE EAGLE SQUARE, SUITE 500
CONCORD
NH 03301
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
603-856-7945

ReceiptFinancials

Total AUM
$34M
Accounts
316
Discretionary
$27.9M
Accounts
249
Non-Discretionary
$6.1M
Accounts
67

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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