VALPEY FINANCIAL SERVICES LLC

100 North Main Street Suite 500
Concord, New Hampshire 03301
Tel: 603-856-7945

About VALPEY FINANCIAL SERVICES LLC

VALPEY FINANCIAL SERVICES LLC, formally registered with the SEC as VALPEY FINANCIAL SERVICES LLC. The firm was established in 04/28/2020. They have over 2 offices throughout the country.

VALPEY FINANCIAL SERVICES LLC is a Concord, New Hampshire based Financial Planning firm with nearly $179,814,011 assets under management, offering retirement planning & investment advisory services to 585 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154154
SEC#	801-118576
Assets Managed by Firm	$179,814,011
No. of Clients	585
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	585	$179,814,011
Individuals (other than high net worth individuals)	124	$48,682,900
High net worth individuals	60	$131,131,111

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