Home
›
Firms
›
VALLEY FINANCIAL MANAGEMENT, INC.
VALLEY FINANCIAL MANAGEMENT, INC.
NEW YORK, New York
·
10 registered advisors
·
CRD# 105387
SEC# 801-113685
8
212-407-4362
01
Firm Overview
AUM
$335M
Regulatory assets under management
Employees
102
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at VALLEY FINANCIAL MANAGEMENT, INC.
10 registered advisors
-Andrew-Louis-Esq. Sherman
NEW YORK, New York
CRD# 1723543
Christopher Michael Wilson
NEW YORK, New York
CRD# 5163915
Eric Paul Steinmetz
NEW YORK, New York
CRD# 6545134
George Allen Iii Boyan
NEW YORK, New York
CFA
CRD# 5373503
Ian Nessim Bernstein
NEW YORK, New York
CRD# 1435601
James Robert Davies
NEW YORK, New York
CRD# 7169684
Joseph Arthur Iii Colleran
NEW YORK, New York
CRD# 1010582
Melissa Joseph Schultz
NEW YORK, New York
CRD# 1155034
Sean Patrick Concannon
NEW YORK, New York
CRD# 5364102
Travis Lan
NEW YORK, New York
CRD# 5190958
05
Office Locations
NEW YORK, New York
10 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. VALLEY FINANCIAL MANAGEMENT, INC. (CRD# 105387) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.