| Name | Title | Ownership | Since |
|---|---|---|---|
| Ronald Louis Valpey Control | Owner, Managing Member | Over 75% | 2010 |
| Victoria Jean Webber Control | Chief Compliance Officer | Under 5% | 2010 |
Valpey Financial Services LLC reports $199.1 million in regulatory assets under management on its Form ADV.
Valpey Financial Services LLC reports 4 employees.
Valpey Financial Services LLC is based in Concord, NH and has been SEC-registered since 2020.
Valpey Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 North Main Street Suite 500, Concord, NH 03301 |
| Phone | 603-856-7945 |
| Fax | 603-856-7946 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2077991 |
| Discloses disciplinary history | No |
| Discretionary | $181.7M |
| Non-discretionary | $17.4M |
| Total (RAUM) | $199.1M |