Valley National Bank
Direct Parent Of ApplicantValley Financial Management, Inc.
About Valley National Bank
Valley National Bank is listed as Direct Parent Of Applicant at Valley Financial Management, Inc. in New York, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Valley Financial Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Valley National Bank work?
Valley National Bank is listed as Direct Parent Of Applicant at Valley Financial Management, Inc. on SEC Form ADV.
How much of Valley Financial Management, Inc. does Valley National Bank own?
Form ADV reports a beneficial ownership band of Over 75%.
Valley Financial Management, Inc.
| Title | Direct Parent Of Applicant |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |