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Valley National Bank

Direct Parent Of ApplicantValley Financial Management, Inc.

About Valley National Bank

Valley National Bank is listed as Direct Parent Of Applicant at Valley Financial Management, Inc. in New York, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Valley Financial Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Valley National Bank work?

Valley National Bank is listed as Direct Parent Of Applicant at Valley Financial Management, Inc. on SEC Form ADV.

How much of Valley Financial Management, Inc. does Valley National Bank own?

Form ADV reports a beneficial ownership band of Over 75%.

Valley Financial Management, Inc.

TitleDirect Parent Of Applicant
OwnershipOver 75%
Control personYes
Since2022
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