# Valley Financial Management

Valley Financial Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** valleyfinancial.com

## Regulatory record

- **CRD number:** 105387
- **SEC file number:** 801-113685
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105387

## About

Valley Financial Management is an SEC-registered investment adviser in New York, NY, since 2018. The firm manages $473,254 in regulatory assets. It has 124 employees and 5 investment advisers.

## Questions

### What investment services does Valley Financial Management offer?

The firm provides discretionary investment management across separately managed accounts. Its stated focus includes US public equities and fixed-income securities, with portfolio construction tailored to individual client mandates.

### Does Valley Financial Management invest in private markets?

There is no public disclosure of a private-equity, venture-capital, or direct-investment program. The firm's documented activity centers on publicly traded securities and traditional asset-allocation frameworks.

### Who makes investment decisions at Valley Financial Management?

Key decision-makers are not publicly identified. The firm has not disclosed a named CIO, portfolio manager, or investment committee in available public filings or its web presence.

## Related profiles

- [Valley Financial Group](https://altss.com/profile/valley-financial-group)
- [Valley Forge Financial Group](https://altss.com/profile/valley-forge-financial-group-vffg)

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Last updated: 2026-06-03T20:00:00.000Z

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