CRD: 125556
Valley View Management Co., LLC
$17.6M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
23 yrs Firm Age
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- Custodian
- Empower ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2003
- Office Locations
- 1
Office Locations
7525 Mitchell Road, Suite 219 Eden Prairie MN
About Valley View Management Co., LLC
Valley View Management Co., LLC is a Minnesota RIA serving retail and institutional clients with financial planning and risk-managed portfolio construction. The firm uses ETFs and mutual funds and incorporates fixed-income positioning alongside tax, estate, insurance, and business-succession planning. Accounts are supported through platforms such as Interactive Brokers and Empower.
Team overview
-- AVG AGE
$17.6M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOEL JAMES PHILLIPPI
Associate, Chief Compliance Officer, Managing Member, President
- CRD
- #362433
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,515,309 | -- |
| Non-Discretionary | $14,121,357 | -- |
| Total | $17,636,666 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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