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Firm Information

Valley Financial Management, Inc. is a corporation headquartered in NEW YORK, NY, United States. They offer portfolio management services to individuals and high-net-worth individuals. The firm has been registered with the SEC since 2000. Their website addresses are: https://www.linkedin.com/company/valleybank, https://twitter.com/ValleyBank, https://www.facebook.com/ValleyBank/, and https://valley.com/. They have 55 registered representatives and 28 investment adviser representatives. Valley Financial Management, Inc. is also a participant in wrap fee programs.

Valley Financial Management, Inc.

350 MADISON AVE.

NEW YORK, NY 10017

$55,000

Assets Under Management

Not reported

Total Clients

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (9)

VALLEY FINANCIAL MANAGEMENT, INC. has a total of 9 branch locations across the country.

Aventura, FL

PARAMUS, NJ

New York, NY

Paramus, NJ

Chicago, IL

NEW YORK, NY

Los Angeles, CA

AVENTURA, FL

Phoenix, AZ

Advisors at Valley Financial Management, Inc.

AVENTURA, FL

New York, NY

AVENTURA, FL

Phoenix, AZ

Daniel Howard Bernzweig

CFA®, RA

NEW YORK, NY

New York, NY

Phoenix, AZ

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Disclosures

There is public disclosure for Valley Financial Management, Inc.. Review regulatory record here.

Frequently Asked Questions (58)

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Valley Financial Management, Inc.

Headquartered in NEW YORK, NY

When are you planning to retire?

Are you with Valley Financial Management, Inc.?

Are you a financial advisor?

Firm Information

Valley Financial Management, Inc.

$55,000

Assets Under Management

Not reported

Total Clients

Total Financial Advisors

Services Offered

portfolio management for individuals

Fee Structure

percentage of assets

Branch Locations (9)

Advisors at Valley Financial Management, Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (58)

Helpful Articles

When are you planning to retire?

Are you with Valley Financial Management, Inc.?

Are you a financial advisor?

Helpful Articles

Valley Financial Management, Inc.

Headquartered in NEW YORK, NY

When are you planning to retire?

Are you with Valley Financial Management, Inc.?

Are you a financial advisor?

Firm Information

Valley Financial Management, Inc.

$55,000

Assets Under Management

Not reported

Total Clients

Total Financial Advisors

Services Offered

portfolio management for individuals

Fee Structure

percentage of assets

Branch Locations (9)

Advisors at Valley Financial Management, Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (58)

What type of entity is VALLEY FINANCIAL MANAGEMENT, INC.?

When was VALLEY FINANCIAL MANAGEMENT, INC. formed?

Where is VALLEY FINANCIAL MANAGEMENT, INC. headquartered?

What services does VALLEY FINANCIAL MANAGEMENT, INC. provide?

Is VALLEY FINANCIAL MANAGEMENT, INC. registered with the SEC?

Is VALLEY FINANCIAL MANAGEMENT, INC. registered in all 50 states?

How much in assets does VALLEY FINANCIAL MANAGEMENT, INC. manage?

What types of clients does VALLEY FINANCIAL MANAGEMENT, INC. serve?

Does VALLEY FINANCIAL MANAGEMENT, INC. offer discretionary and non-discretionary portfolio management?

Does VALLEY FINANCIAL MANAGEMENT, INC. participate in wrap fee programs?

How many licensed agents does VALLEY FINANCIAL MANAGEMENT, INC. have?

How many investment adviser representatives does VALLEY FINANCIAL MANAGEMENT, INC. have?

How many registered representatives does VALLEY FINANCIAL MANAGEMENT, INC. have?

How many employees at VALLEY FINANCIAL MANAGEMENT, INC. are involved in investment advisory functions?

Does VALLEY FINANCIAL MANAGEMENT, INC. have any adviser representatives for other investment advisers?

What is the total amount of regulatory assets under management at VALLEY FINANCIAL MANAGEMENT, INC.?

How much of VALLEY FINANCIAL MANAGEMENT, INC.'s regulatory assets under management are discretionary?

How many total accounts does VALLEY FINANCIAL MANAGEMENT, INC. manage?

How much of VALLEY FINANCIAL MANAGEMENT, INC.'s regulatory assets under management are non-discretionary?

How many discretionary accounts does VALLEY FINANCIAL MANAGEMENT, INC. manage?

How many non-discretionary accounts does VALLEY FINANCIAL MANAGEMENT, INC. manage?

Does VALLEY FINANCIAL MANAGEMENT, INC. provide financial planning services?

Does VALLEY FINANCIAL MANAGEMENT, INC. provide pension consulting services?

Does VALLEY FINANCIAL MANAGEMENT, INC. provide educational seminars?

Does VALLEY FINANCIAL MANAGEMENT, INC. provide market timing services?

Does VALLEY FINANCIAL MANAGEMENT, INC. publish periodicals?

Does VALLEY FINANCIAL MANAGEMENT, INC. select other advisors?

Does VALLEY FINANCIAL MANAGEMENT, INC. provide portfolio management for businesses?

Does VALLEY FINANCIAL MANAGEMENT, INC. provide portfolio management for individuals?

Does VALLEY FINANCIAL MANAGEMENT, INC. provide portfolio management for investment companies?

Does VALLEY FINANCIAL MANAGEMENT, INC. provide portfolio management for pooled investment vehicles?

Does VALLEY FINANCIAL MANAGEMENT, INC. provide other advisory services?

Does VALLEY FINANCIAL MANAGEMENT, INC. provide security ratings?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve insurance companies?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve investment companies?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve charitable organizations?

How many charitable organization clients does VALLEY FINANCIAL MANAGEMENT, INC. have?

How much in assets does VALLEY FINANCIAL MANAGEMENT, INC. manage for charitable organizations?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve high-net-worth individuals?

How many high-net-worth individual clients does VALLEY FINANCIAL MANAGEMENT, INC. have?

How much in assets does VALLEY FINANCIAL MANAGEMENT, INC. manage for high-net-worth individuals?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve other investment advisers?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve pooled investment vehicles?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve banking or thrift institutions?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve business development companies?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve pension and profit-sharing plans?

How many pension and profit-sharing plan clients does VALLEY FINANCIAL MANAGEMENT, INC. have?

How much in assets does VALLEY FINANCIAL MANAGEMENT, INC. manage for pension and profit-sharing plans?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve corporations or other businesses?

How many corporation or other business clients does VALLEY FINANCIAL MANAGEMENT, INC. have?

How much in assets does VALLEY FINANCIAL MANAGEMENT, INC. manage for corporations or other businesses?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve individuals other than high-net-worth individuals?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve state or municipal government entities?

Does VALLEY FINANCIAL MANAGEMENT, INC. serve sovereign wealth funds and foreign official institutions?

Does VALLEY FINANCIAL MANAGEMENT, INC. have any regulatory disclosures?

What is VALLEY FINANCIAL MANAGEMENT, INC.'s SEC number?

Is VALLEY FINANCIAL MANAGEMENT, INC. registered with the SEC?

How many states is VALLEY FINANCIAL MANAGEMENT, INC. registered in?

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