SEC Form ADV · CIK 2077991

VALPEY FINANCIAL SERVICES LLC

Firm profile: Valpey Financial Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNH

$226.0M

Assets Under Management

616

Total Clients

Employees

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Registration Details

CIK: 2077991
Accession: CRD-154154
Location: CONCORD, NH
Filing Date: March 31, 2026
AUM: $226.0M
Total Clients: 616
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

VALPEY FINANCIAL SERVICES LLC is a registered investment adviser headquartered in CONCORD, NH, managing approximately $226.0M in assets across 616 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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