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Travis Lan

DirectorValley Financial Management, Inc.CRD 5190958

About Travis Lan

Travis Lan is listed as Director 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 Travis Lan work?

Travis Lan is listed as Director at Valley Financial Management, Inc. on SEC Form ADV.

How much of Valley Financial Management, Inc. does Travis Lan own?

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

Valley Financial Management, Inc.

TitleDirector
OwnershipUnder 5%
Control personYes
Since2022