VALPEY FINANCIAL SERVICES LLC

CONCORD, New Hampshire·2 registered advisors·CRD# 154154
SEC# 801-1185761603-856-7945
01

Firm Overview

AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VALPEY FINANCIAL SERVICES LLC

2 registered advisors
Ronald Louis Valpey
CONCORD, New Hampshire
Victoria Jean Webber
CONCORD, New Hampshire
05

Office Locations

CONCORD, New Hampshire
2 advisors

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Data sourced from SEC Form ADV filings. VALPEY FINANCIAL SERVICES LLC (CRD# 154154) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.