VALLEY VIEW MANAGEMENT CO., LLC

RIASEC Registered

Total AUM

$17.6M

Discretionary

$3.5M

20% of AUM

Avg account

$1.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: EDEN PRAIRIE, Minnesota
CRD number: 125556
Custodians: EMPOWER TRUST COMPANY, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Pension & Profit Sharing Plans80.07%
Individuals12.42%
HNWI7.51%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Valley View Management Co., LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, providing a range of advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Valley View Management Co. is not an active ESG investor and does not operate as a multi-state adviser. The firm employs a fee structure based on a percentage of assets under management (AUM) and hourly charges.