VV
Valley View Management Co., Llc
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 125556
· Eden Prairie, MN
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ADV data as of Feb 05, 2025
- Regulatory AUM
- $17.6M
- Discretionary
- $3.5M
- Clients
- 9
- Avg AUM / client
- $2.0M
- Accounts
- 11
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $2.2M | 12.4% |
| High net worth individuals | Fewer than 5 clients | $1.3M | 7.51% |
| Pension and profit sharing plans | Fewer than 5 clients | $14.1M | 80.1% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2025 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Empower Trust Co $14.1M (80% of AUM) Feb 2025
- Interactive Brokers $3.5M (20% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2025.
View current Form ADV (SEC/IAPD) ↗