Investment adviser · CRD 298542
TRADINGVALLEY INC.
Investment adviser filing (IA)
TAIPEI, Taiwan, Republic of China · Form ADV filed Mar 2, 2026
- Regulatory AUM
- $4.35M Form ADV · Item 5.F
- Client accounts
- 168 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 168 | $4,354,136 | 100.0% |
Filing source
Form ADV 2062678 · Mar 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 2, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Publication of newsletters · Security ratings
Compensation
Percentage of assets
Principal office
7F., NO. 110, ZHOUZI ST., NEIHU DIST.TAIPEI, Taiwan, Republic of China
CRD 298542
Filing source
Form ADV 2062678 · Mar 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.