Valley Financial Management, Inc.
Valley Financial Management, Inc. is an SEC-registered mass-market adviser in New York, NY with $473,254 assets under management (AUM, regulatory AUM), +760% over one year. See who owns Valley Financial Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105387, SEC 801-113685, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $473,254 (2026-02-05)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 124
- Clients
- 124
- CRD
- 105387
- Ownership
- MENDELSON, AVNER; WILSON, CHRISTOPHER MICHAEL; SHERMAN, -ANDREW LOUIS ESQ.; BEN-ZVI, BOSMAT HANA; GAWLEY, CHRISTOPHER JON
How much AUM does Valley Financial Management, Inc. have?
Valley Financial Management, Inc. reported $473,254 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Valley Financial Management, Inc.?
Disclosed owners and executives of Valley Financial Management, Inc. include MENDELSON, AVNER, WILSON, CHRISTOPHER MICHAEL, SHERMAN, -ANDREW LOUIS ESQ., BEN-ZVI, BOSMAT HANA, GAWLEY, CHRISTOPHER JON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.