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Melissa Joseph Schultz

ChairpersonValley Financial Management, Inc.CRD 1155034

About Melissa Joseph Schultz

Melissa Joseph Schultz is listed as Chairperson 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 Melissa Joseph Schultz work?

Melissa Joseph Schultz is listed as Chairperson at Valley Financial Management, Inc. on SEC Form ADV.

How much of Valley Financial Management, Inc. does Melissa Joseph Schultz own?

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

Valley Financial Management, Inc.

TitleChairperson
OwnershipUnder 5%
Control personYes
Since2022