VALLEY WEALTH, INC.
CRD #146324 SEC #801-68866 MODESTO, CA 209-579-5900
SEC Registered
Total AUM
$260M
Discretionary
$165M
Employees
6
Clients
1
Accounts
975
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $313.1M | $300.1M | $13M | 7 | 622 |
| Apr 2013 | $280M | $195M | $85M | 9 | 400 |
| Feb 2013 | $280M | $195M | $85M | 9 | 400 |
| Mar 2012 | $260M | $165M | $95M | 6 | 400 |
DateMar 2014
Total AUM$313.1M
Discretionary$300.1M
Non-Disc.$13M
Employees7
Clients622
DateApr 2013
Total AUM$280M
Discretionary$195M
Non-Disc.$85M
Employees9
Clients400
DateFeb 2013
Total AUM$280M
Discretionary$195M
Non-Disc.$85M
Employees9
Clients400
DateMar 2012
Total AUM$260M
Discretionary$165M
Non-Disc.$95M
Employees6
Clients400