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Joel Vanovitch

Chief Operations OfficerValley Financial Management, Inc.CRD 5516355

About Joel Vanovitch

Joel Vanovitch is listed as Chief Operations Officer at Valley Financial Management, Inc. in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Valley Financial Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joel Vanovitch work?

Joel Vanovitch is listed as Chief Operations Officer at Valley Financial Management, Inc. on SEC Form ADV.

How much of Valley Financial Management, Inc. does Joel Vanovitch own?

Form ADV reports a beneficial ownership band of Under 5%.

Valley Financial Management, Inc.

TitleChief Operations Officer
OwnershipUnder 5%
Control personYes
Since2023