Valley Financial Management, Inc.

Entity
Company
Business address
350 Madison Ave., 4 Th Floor, Compliance Department, 10017 New York, NY
Phone
1-212-626-1138
State of incorporation
NY
Fiscal year end
December 31
Former names
LEUMI INVESTMENT SERVICES INC. (to 2/16/2022)
13F signature
Christopher Wilson - Chief Compliance Officer
All SEC filings
View on sec.gov
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Valley Financial Management, Inc. has filed 47 SEC EDGAR filings since 3/1/2002

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
X-17A-5 Open Document Open Filing Feb 26, 2025 Dec 31, 2024 008-52993
X-17A-5 Open Document Open Filing Feb 28, 2024 Dec 31, 2023 008-52993
13F-HR Open Document Open Filing Aug 14, 2023 Jun 30, 2023 028-22699
13F-HR Open Document Open Filing May 15, 2023 Mar 31, 2023 028-22699
X-17A-5 Open Document Open Filing Feb 27, 2023 Dec 31, 2022 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 15, 2023 Dec 31, 2019 008-52993
13F-HR Open Document Open Filing Feb 14, 2023 Dec 31, 2022 028-22699
13F-HR Open Document Open Filing Nov 14, 2022 Sep 30, 2022 028-22699
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 16, 2022 Dec 31, 2021 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 16, 2022 Dec 31, 2021 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2021 Dec 31, 2020 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2021 Dec 31, 2020 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 4, 2019 Dec 31, 2018 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 4, 2019 Dec 31, 2018 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2018 Dec 31, 2017 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2018 Dec 31, 2017 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2017 Dec 31, 2016 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2017 Dec 31, 2016 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 29, 2016 Dec 31, 2015 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 29, 2016 Dec 31, 2015 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 27, 2015 Dec 31, 2014 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 26, 2015 Dec 31, 2014 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2014 Dec 31, 2013 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2014 Dec 31, 2013 008-52993