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VALPEY FINANCIAL SERVICES LLC

Tel: 603-856-7945
100 North Main Street Suite 500
Concord, New Hampshire  03301

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VALPEY FINANCIAL SERVICES LLC

VALPEY FINANCIAL SERVICES LLC is a Concord, New Hampshire based financial advisory firm with nearly $179,814,011 in assets under management and provides investment advisory services for 585 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

154154

SEC#:

801-118576

No. of Clients:

585

Assets under Management

$179,814,011

No. of Advisors:

4

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