Valley View Consulting LLC

Overview

Valley View Consulting LLC is an institutional registered investment adviser organized as a limited liability company and first registered with the SEC in 1999. The firm serves institutional clients and focuses on portfolio management for businesses and other institutions. It does not present itself as a capital allocator and is not identified as an active ESG investor, pension consultant, related adviser, or a multi-state adviser in its filing. The firm bills through a mix of fee types—percentage of assets under management, hourly charges, and fixed fees—which aligns with consulting and advisory engagements for institutional mandates. Its business activities are advisory in nature rather than operating or sponsoring pooled investment vehicles.

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