VALPEY FINANCIAL SERVICES LLC
Tel: 603-856-7945 100 North Main Street Suite 500 Concord, New Hampshire 03301
About VALPEY FINANCIAL SERVICES LLC
VALPEY FINANCIAL SERVICES LLC is a Concord, New Hampshire based financial advisory firm with nearly $179,814,011 in assets under management and provides investment advisory services for 585 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
154154
Firm SEC#:
801-118576
Assets Under Management:
$179,814,011
No. of Clients:
585
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges
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