Valley View Consulting LLC

Overview

Valley View Consulting LLC is an institutional-focused advisory firm founded before 1999 and structured as a limited liability company under individual ownership. Its practice centers on portfolio management for businesses and institutional clients, delivering advice through a mix of percentage-of-AUM billing, hourly charges and fixed fees. The firm reports no active ESG program and is not designated as a multi-state adviser, but it operates multiple physical offices across several states. On the investment side, Valley View Consulting favors liquidity and capital preservation — cash and cash equivalents are the dominant asset type on client books. Engagements are handled on a primarily non-discretionary basis, meaning the firm provides model construction, recommendations and ongoing oversight while clients retain final trading authority. That position, combined with the firm’s institutional client base, points to a consulting-style relationship where customized policy, cash management and tactical allocation advice are the core deliverables.

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Location & Offices