VALPEY FINANCIAL SERVICES LLC
CRD #154154 SEC #801-118576 CONCORD, NH 603-856-7945
SEC Registered
Total AUM
$199.1M
Discretionary
$181.7M
Employees
4
Clients
1
Accounts
594
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $199.1M | $181.7M | $17.4M | 4 | 16 |
| Mar 2025 | $199.1M | $181.7M | $17.4M | 4 | 16 |
| Oct 2024 | $179.8M | $163.2M | $16.6M | 4 | 22 |
| Mar 2024 | $179.8M | $163.2M | $16.6M | 4 | 22 |
| Jun 2023 | $152.4M | $139.3M | $13.1M | 4 | 22 |
| Mar 2022 | $164.2M | $154M | $10.2M | 4 | 22 |
| Jun 2021 | $134.8M | $124.2M | $10.5M | 4 | 22 |
| Mar 2021 | $134.8M | $124.2M | $10.5M | 4 | 22 |
| Jun 2020 | $114.6M | $105.5M | $9.1M | 4 | 22 |
| May 2020 | $114.6M | $105.5M | $9.1M | 4 | 22 |
| Mar 2020 | $114.6M | $105.5M | $9.1M | 4 | 22 |
| Mar 2020 | $114.6M | $105.5M | $9.1M | 4 | 22 |
| May 2012 | $34M | $27.9M | $6.1M | 1 | 26 |
| Apr 2012 | $34M | $27.9M | $6.1M | 1 | 26 |
| Mar 2012 | $34M | $27.9M | $6.1M | 1 | 26 |
| Apr 2011 | $35M | $22.2M | $12.8M | 5 | -- |
| Jul 2010 | $28.3M | $18.4M | $9.9M | 5 | -- |
| Jun 2010 | $28.3M | $18.4M | $9.9M | 5 | -- |
| Jun 2010 | $28.3M | $18.4M | $9.9M | 5 | -- |
DateSep 2025
Total AUM$199.1M
Discretionary$181.7M
Non-Disc.$17.4M
Employees4
Clients16
DateMar 2025
Total AUM$199.1M
Discretionary$181.7M
Non-Disc.$17.4M
Employees4
Clients16
DateOct 2024
Total AUM$179.8M
Discretionary$163.2M
Non-Disc.$16.6M
Employees4
Clients22
DateMar 2024
Total AUM$179.8M
Discretionary$163.2M
Non-Disc.$16.6M
Employees4
Clients22
DateJun 2023
Total AUM$152.4M
Discretionary$139.3M
Non-Disc.$13.1M
Employees4
Clients22
DateMar 2022
Total AUM$164.2M
Discretionary$154M
Non-Disc.$10.2M
Employees4
Clients22
DateJun 2021
Total AUM$134.8M
Discretionary$124.2M
Non-Disc.$10.5M
Employees4
Clients22
DateMar 2021
Total AUM$134.8M
Discretionary$124.2M
Non-Disc.$10.5M
Employees4
Clients22
DateJun 2020
Total AUM$114.6M
Discretionary$105.5M
Non-Disc.$9.1M
Employees4
Clients22
DateMay 2020
Total AUM$114.6M
Discretionary$105.5M
Non-Disc.$9.1M
Employees4
Clients22
DateMar 2020
Total AUM$114.6M
Discretionary$105.5M
Non-Disc.$9.1M
Employees4
Clients22
DateMar 2020
Total AUM$114.6M
Discretionary$105.5M
Non-Disc.$9.1M
Employees4
Clients22
DateMay 2012
Total AUM$34M
Discretionary$27.9M
Non-Disc.$6.1M
Employees1
Clients26
DateApr 2012
Total AUM$34M
Discretionary$27.9M
Non-Disc.$6.1M
Employees1
Clients26
DateMar 2012
Total AUM$34M
Discretionary$27.9M
Non-Disc.$6.1M
Employees1
Clients26
DateApr 2011
Total AUM$35M
Discretionary$22.2M
Non-Disc.$12.8M
Employees5
Clients--
DateJul 2010
Total AUM$28.3M
Discretionary$18.4M
Non-Disc.$9.9M
Employees5
Clients--
DateJun 2010
Total AUM$28.3M
Discretionary$18.4M
Non-Disc.$9.9M
Employees5
Clients--
DateJun 2010
Total AUM$28.3M
Discretionary$18.4M
Non-Disc.$9.9M
Employees5
Clients--