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VALPEY FINANCIAL SERVICES LLC

CRD 154154 · SEC 801-118576

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100 NORTH MAIN STREET SUITE 500, CONCORD, NH, 03301, United States

Phone

603-856-7945

Fax

603-856-7946

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$226.0M

Discretionary AUM

$211.6M

Team

4 total employees; 1 advisory reps; 14 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals117$45.0M
High net worth individuals69$181.0M

States served

MA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD