VALLEY VIEW CONSULTING LLC
Adviser information for VALLEY VIEW CONSULTING LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 71 | $14.1B |
| Total | 71 | $14.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 71 | $14.1B |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 71 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsPORTFOLIO MANAGEMENT FOR GOVERNMENT ENTITIES |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-56181 |
|---|---|
| SEC ERA File Number | 801-56181 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108583 |
| Legal Entity Identifier | None |
Principal Office
2428 CARTERS MILL ROADHUDDLESTON
VA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: (540)297-3419, Fax: None
Chief Compliance Officer
RICHARD LONG
MANAGER
2428 CARTERS MILL ROAD
HUDDLESTON
VA
United States
Tel:
540.297.3419
R*****@**************************M
(Full email address available in API data)
Regulatory Contact
JULIE GERHARDT
2205 WOODCREST DRIVE
LYNCHBURG
VA
United States
Tel:
434.384.8110
J*********@**************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LONG, RICHARD, GEORGE | Individual | – | MANAGER | 10/1998 | > 75% |
| LONG, RICHARD, GEORGE | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2004 | > 75% |