Valley View Management Company, LLC
Valley View Management Company, LLC (CRD# 125556) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $17,537,252 in 11 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Valley View Management Company, LLC
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$1,594,296
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX
Financial Advisors at Valley View Management Company, LLC
1
Joel Phillippi (CRD# 362433) is an Investment Advisor Representative working at Valley View Management Company, LLC in Eden Prairie, MN and has over 41 years of experience in the finance industry.
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