|
⚲
|
| Keyboard |
| Valpey Financial Services LLC
✚
|
|
|---|---|
| CRD # | 154154 |
| SEC # | 801-118576 |
| CIK # | 0002077991 |
| AUM | 226.0 M (2026-03-31) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 603-856-7945 |
| Address | 100 North Main Street Suite 500 Concord, NH 03301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 45.0 |
| (b) Individuals (high net worth individuals) | 69 | 181.0 |
| (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 | 616 | 226.0 |
| By Discretionary | ||
| Discretionary | 488 | 211.6 |
| Non-Discretionary | 128 | 14.4 |
| Total | 616 | 226.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.0 | |
| Total | 616 | 226.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002077991] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 14 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arrien Investments Inc
✚
|
ID | 226.6 M |
|
Mentor Capital Management Inc
✚
|
IL | 226.4 M |
|
Polaris Financial Partners LLC
✚
|
OH | 226.0 M |
|
Bullseye Investment Management LLC
✚
|
OH | 226.0 M |
|
Dragus Capital LLC
✚
|
FL | 225.9 M |
|
Evansbrook LLC
✚
|
225.7 M | |
|
Red Mountain Financial Partners LLC
✚
|
CO | 225.6 M |
|
Simplified Wealth Management LLC
✚
|
MS | 225.5 M |
|
Miller Wealth Advisors LLC
✚
|
225.5 M | |
|
Daniel Investment Associates LLC
✚
|
CA | 225.3 M |