Valley View Consulting LLC
Firm details
- Headquarters
- ,
- CRD number
- 108583
- Registered since
- January 8, 1999
- Website
- valleyviewconsultingllc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Valley View Consulting LLC is a privately owned institutional registered investment adviser formed as an LLC and registered with the SEC since 1999. The firm focuses on portfolio management for institutional clients and businesses, operating under fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. The firm’s regulatory filings indicate it does not present itself as a capital allocator and it is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents58%
- Private Funds26%
- US Government Bonds14%
- Public Funds/Mutual Funds1%
Contacts
3 of 8
Emily Upshaw
AssociateCRD 6156224
Richard Long
ManagerCRD 1534226
Benjamin Day
Investment Advisor RepresentativeCRD 1380785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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