Valpey Financial Services LLC
● SEC registered since 2020CRD 154154SEC# 801-118576Concord, NH
Reg. AUM
$226M
Employees
4
Accounts
616
Location
Concord, NH
Valpey Financial Services LLC assets under management
Valpey Financial Services LLC operates as an SEC-registered investment adviser based in Concord, NH. The firm has been registered since 2020. It reports $226 million in regulatory assets under management and employs 4 people.
Valpey Financial Services LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ronald Louis Valpey Control | Owner, Managing Member, Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Valpey Financial Services LLC manage?
Valpey Financial Services LLC reports $226 million in regulatory assets under management on its Form ADV.
How many employees does Valpey Financial Services LLC have?
Valpey Financial Services LLC reports 4 employees.
Where is Valpey Financial Services LLC located?
Valpey Financial Services LLC is based in Concord, NH and has been SEC-registered since 2020.
Does Valpey Financial Services LLC disclose fund performance?
Valpey Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 North Main Street Suite 500, Concord, NH 03301 |
| Phone | 603-856-7945 |
| Fax | 603-856-7946 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2077991 |
| Discloses disciplinary history | No |
Regulatory AUM
$226M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$226Mregulatory AUM
Discretionary $211.6MNon-discretionary $14.4M