VALPEY FINANCIAL SERVICES LLC
Firm details
- Headquarters
- CONCORD, New Hampshire
- CRD number
- 154154
- Registered since
- April 28, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI80.08%
- Individuals19.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Valpey Financial Services LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. It is owner-operated and serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and also uses hourly fees for some services. Valpey reports it is not an active ESG investor, does not operate as a capital allocator or pension consultant, and is not registered as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- Other2%
Contacts
3 of 3Daniel Blandini
Advisory SpecialistCRD 8250871
RONALD VALPEY
Financial AdvisorCRD 3220507
EDWARD TORSVIK
Associate Financial AdvisorCRD 7065689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$160M in ETFs
100%
$159M
<1%
$639K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $8.5M | 43,377 | 5.33% |
Location
CONCORD, NH
MERRIMACK
Location
CONCORD, NH
Headquartered in CONCORD, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MERRIMACK
- Address
- 100 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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