firm profile
Valpey Financial Services LLC
Overview
Valpey Financial Services LLC is an SEC registered investment adviser based in Concord, NH, registered since 2012. It reports $226M in assets under management across 616 accounts, with 4 employees. It has 2 investment adviser representatives.
- Reported AUM
- $226M
- Discretionary
- 94%
- Accounts
- 616
- Average account
- $367K
- Employees
- 4
- Advisory reps
- 2
- Registered since
- 2012
- Jurisdictions
- 4
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Ronald Louis Valpey Owner, Managing Member, Chief Compliance Officer CRD 3220507
Advisory reps 2 of 2
- Daniel Blandini Investment Adviser Rep CRD 8250871
- Ronald L Valpey Insurance Agent · Investment Adviser Rep CRD 3220507
Location
- Headquarters
- 100 N Main St Ste 500
Concord, NH 03301 - County
- Merrimack
- Metro area
- Concord, NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 4 jurisdictions
- Website: valpeyfinancialservices.com
Every state, with registration dates
Similar firms near Concord
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