Investment adviser · CRD 146324

VALLEY WEALTH, INC.

Investment adviser filing (IA)

MODESTO, CA, United States · Form ADV filed Mar 14, 2014

Regulatory AUM
$313M
Form ADV · Item 5.F
Client accounts
2,759
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 14, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Subscription · Fixed · Performance-based

Principal office

300 BANNER COURT, SUITE 1
MODESTO, CA, 95350, United States

CRD 146324

Filing source

Form ADV 798357 · Mar 14, 2014 · 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.