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Valley View Consulting LLC

● SEC registered since 1999CRD 108583SEC# 801-56181
Export (members)
Reg. AUM
$16.4B
Employees
11
Accounts
76
Location

Valley View Consulting LLC assets under management

Valley View Consulting LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 1999. It reports $16.4 billion in regulatory assets under management and employs 11 people.

Valley View Consulting LLC owners & executives

2 reported
NameTitleOwnershipSince
Richard George Long ControlChief Compliance OfficerOver 75%2004
Richard George Long ControlManagerOver 75%1998

Frequently asked questions

How much does Valley View Consulting LLC manage?

Valley View Consulting LLC reports $16.4 billion in regulatory assets under management on its Form ADV.

How many employees does Valley View Consulting LLC have?

Valley View Consulting LLC reports 11 employees.

Does Valley View Consulting LLC disclose fund performance?

Valley View Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(540)297-3419
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$16.4B▲ 4%
Mar '25 — $15.7BApr '25 — $15.7BMay '25 — $15.7BJun '25 — $15.7BJul '25 — $15.7BAug '25 — $15.7BSep '25 — $15.7BOct '25 — $15.7BNov '25 — $15.7BDec '25 — $15.7BJan '26 — $15.7BFeb '26 — $15.7BMar '26 — $17.8BApr '26 — $16.4BMay '26 — $16.4BJun '26 — $16.4B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$16.4Bregulatory AUM
Discretionary $0Non-discretionary $16.4B