VALPEY FINANCIAL SERVICES LLC of CONCORD, NH is an SEC-registered investment adviser (CRD 154154). Regulatory assets under management: $226.0M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Ronald Louis Valpey | OWNER, MANAGING MEMBER; OWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Victoria Jean Webber | CHIEF COMPLIANCE OFFICER | — |
| WEBBER ELLEN JEAN | CHIEF COMPLIANCE OFFICER | — |
| COME VICTORIA JEAN | CHIEF COMPLIANCE OFFICER | — |
| VALPEY RONALD LOUIS | OWNER; OWNER, MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| DOVER | NH | 1 | 603-856-7945 |
| DOVER | NH | 1 | 603-856-7945 |