| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Jon Gawley Control | General Counsel | Under 5% | 2022 |
| Christopher Michael Wilson Control | Chief Compliance Officer | Under 5% | 2015 |
| Jamie Mayo Control | Chief Financial Officer | Under 5% | 2023 |
Valley Financial Management, Inc. reports $55,000 in regulatory assets under management on its Form ADV.
Valley Financial Management, Inc. reports 102 employees.
Valley Financial Management, Inc. is based in New York, NY and has been SEC-registered since 2018.
Valley Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 350 Madison Ave., Compliance 4th Floor, New York, NY 10017 |
| Phone | 212-407-4362 |
| Fax | 212-407-4351 |
| Office hours | 5-Sep |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1128122 |
| Discloses disciplinary history | Yes |
| Discretionary | $55K |
| Non-discretionary | $0 |
| Total (RAUM) | $55K |