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, SEC-registered registered investment adviser organized as an LLC and registered in 2020. The firm is owned by an individual and focuses on serving individuals and families, providing financial planning and portfolio management for individual clients and small businesses. Its client-fee model combines a percentage-of-AUM charge with hourly billing. The firm does not position itself as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
2 of 2
Daniel Blandini
Advisory SpecialistCRD 8250871
Ronald Valpey
Financial AdvisorCRD 3220507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$175M in ETFs
100%
$174M
1%
$874K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $9.2M | 42,033 | 5.24% |
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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