Allon Harris

Valley Financial Management, INC.

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Valley Financial Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

44 advisors

Number of Clients

85 clients

Average Client Portfolio

$647.059 average

Assets Under Management

$55K

Fee Structure

Minimum Investment:$1K

Financial Planning:Investment management only

Location

350 Madison Ave., 4th Floor, Compliance Department, New York, NY, 10017

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Valley Financial Management, INC.

July 2021 - Present · 4 yrs 7 mos

Valley Financial Management, INC.Broker

February 2014 - Present · 12 yrs

State Registrations4 states

CAFLILNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.