Eliyahu Yosef Engelman

Valley Financial Management, INC.

5 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

80 East Ridgewood Ave, Suite 3, Paramus, NJ, 07652

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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.Broker

October 2023 - Present · 2 yrs 4 mos

Valley Wealth Managers, INC.

September 2023 - Present · 2 yrs 5 mos

Previous Registrations

Leumi Investment Services INC.

July 2016 - May 2019 · 2 yrs 10 mos

Leumi Investment Services INC.Broker

March 2016 - May 2019 · 3 yrs 2 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.