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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURROW, JEFFREY, SCOTT | I | PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER | D | Control |
| BURROW, JEFFREY, SCOTT | I | PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER | D | Control |
| BURROW, JEFFREY, SCOTT | I | PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER | D | Control |
| BURROW, JEFFREY, SCOTT | I | PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER | D | Control |
| GORDO, JASON, MICHAEL | I | CEO & TREASURER | D | Control |
| GORDO, JASON, MICHAEL | I | CEO & TREASURER | D | Control |
| GORDO, JASON, MICHAEL | I | CEO & TREASURER | D | Control |
| GORDO, JASON, MICHAEL | I | CEO & TREASURER | D | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (1)
CA
Address
1101 SYLVAN AVE.NO. C-203
MODESTO, CA 95350
United States
Phone: 209-579-5900