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| Valley Financial Management Inc
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|
|---|---|
| CRD # | 105387 |
| SEC # | 801-113685 |
| CIK # | 0001128122, 0002010327 |
| AUM | $0.5 M (2026-02-05) |
| Employees | 124 (4% Investors, 41% Brokers) |
| Phone | 212-407-4362 |
| Address | 350 Madison Ave New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Verizon Communications Inc | 2.4 | ||
| Apple Inc | 2.0 | ||
| SPDR Gold Trust | 1.3 | ||
| Global MOFY Metaverse Ltd | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 0.5 |
| (b) Individuals (high net worth individuals) | 4 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 129 | 0.5 |
| By Discretionary | ||
| Discretionary | 129 | 0.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 129 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 129 | 0.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001128122] | |
| 13F-HR | [0002010327] |
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|---|---|---|
|
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✚
|
CA | 0.0 |
|
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WA | 0.0 |
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0.0 | |
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Adaptive Advisers LLC
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Fountaindale LLC
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0.0 | |
|
Trove Investment Advisors LLC
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Inversso LLC
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Openvest Access LLC
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|
Phillips Capital LLC
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Unifimoney RIA QOZB LLC
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TX | 0.0 |