Travis Lan
DirectorValley Financial Management, Inc.CRD 5190958
About Travis Lan
Travis Lan is listed as Director at Valley Financial Management, Inc. in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Valley Financial Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Travis Lan work?
Travis Lan is listed as Director at Valley Financial Management, Inc. on SEC Form ADV.
How much of Valley Financial Management, Inc. does Travis Lan own?
Form ADV reports a beneficial ownership band of Under 5%.
Valley Financial Management, Inc.
| Title | Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |