SEC Form ADV · CIK 2077991

VALPEY FINANCIAL SERVICES LLC

Registered Investment AdviserNH
$226.0M
Assets Under Management
616
Total Clients
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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
Amendment
No

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.