Valley Financial Management, Inc.

CRD 105387 · New York, NY · $473,254 AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 105387
SEC number: 801-113685
Firm type: RIA
Assets under management: $473,254 as of Feb 5, 2026
Website: www.linkedin.com/company/valleybank ↗
Phone: 212-407-4362
Address: 350 Madison Ave., New York, NY, 10017

Advisors at this firm

55 in our index · page 2 of 2

Amanda SpiteriCRD 7129531 · New York, NY

IA RegisteredBroker
Ailsa TrinidadCRD 2531158 · New York, NY

Broker
Sree Lakshmi VelamuriCRD 7171820 · New York, NY

Broker
Matthew Benjamin WeidleCRD 7198585 · Chicago, IL

Broker
Betsy AbrahamCRD 7475847 · New York, NY

Broker

Source & corrections

Where this page comes from

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