$473.3K Total AUM
$473.3K Disc. AUM
-88.0% 3Y CAGR
124 Employees
124 ADV. Clients
25 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-03-2001
- Office Locations
- 11
Office Locations
1 North Lasalle Street Chicago IL
12 Water Street White Plains NY
1700 Palm Beach Lakes Blvd West Palm Beach FL
About Valley Financial Management, Inc.
Valley Financial Management, Inc. is a NEW York-based RIA with 11 offices. The firm has been operating for 25 years. Managing $473.3K in total assets under management, with 5 advisory representatives. They custody assets with Pershing.
Team overview
47 AVG AGE
$94.7K AVG AUM / ADVISOR
$3.8K AVG AUM / CLIENT
7.1 yrs AVG TENURE
124 Employees
5 Advisory Reps
37 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
CRM
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Custodian
Available
Investment Themes
Available
Platform
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Services
Available
Technology
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Owner & Executives
K
KEVIN L. CHITTENDEN
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
JOSEPH ARTHUR COLLERAN III
Chief Executive Officer, President
- CRD
- #1010582
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 7 owners & executives
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betsy abraham
--
- CRD
- #7475847
Available
Available
Available
D
Dayana Alonso
--
- CRD
- #7728423
Available
Available
Available
Showing 2 of 90 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $473,254 | $3,669 |
| Non-Discretionary | $0 | -- |
| Total | $473,254 | $3,669 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2023
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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