VALLEY FINANCIAL MANAGEMENT, INC.

Business address
350 Madison Ave., 4 Th Floor, Compliance Department, New York, NY, 10017
Top securities (13F)
VONG, MOAT, EUDG, HEDJ, VTV, SOXX, AGG, PPA, XLV, VOO, KRE, JPST, IPAC, XOP, VOT, SPSM, GLD, BNDX, SKYY, and XLK
State of incorporation
NY
Fiscal year end
31 December
Former names
LEUMI INVESTMENT SERVICES INC. (to 16 Feb 2022)
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VALLEY FINANCIAL MANAGEMENT, INC. has filed 47 SEC EDGAR filings since 01 Mar 2002

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
X-17A-5 Open Document Open Filing 26 Feb 2025 31 Dec 2024 008-52993
X-17A-5 Open Document Open Filing 28 Feb 2024 31 Dec 2023 008-52993
13F-HR Open Document Open Filing 14 Aug 2023 30 Jun 2023 028-22699
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-22699
X-17A-5 Open Document Open Filing 27 Feb 2023 31 Dec 2022 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 15 Feb 2023 31 Dec 2019 008-52993
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-22699
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-22699
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 16 Feb 2022 31 Dec 2021 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 16 Feb 2022 31 Dec 2021 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Mar 2021 31 Dec 2020 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Mar 2021 31 Dec 2020 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 04 Mar 2019 31 Dec 2018 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 04 Mar 2019 31 Dec 2018 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Mar 2018 31 Dec 2017 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Mar 2018 31 Dec 2017 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2017 31 Dec 2016 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2017 31 Dec 2016 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 29 Feb 2016 31 Dec 2015 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 29 Feb 2016 31 Dec 2015 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2015 31 Dec 2014 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 26 Feb 2015 31 Dec 2014 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2014 31 Dec 2013 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2014 31 Dec 2013 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2013 31 Dec 2012 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2013 31 Dec 2012 008-52993
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2012 31 Dec 2011 008-52993
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2012 31 Dec 2011 008-52993