Valley View Consulting LLC (Huddleston)

Name: Valley View Consulting LLC
Address: 2428 Carters Mill Road, Huddleston, VA, 24104 4003
Telephone: (540)297-3419

Valley View Consulting LLC is a large advisory firm based in Huddleston. It manages $5.45 billion of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, North Carolina, Texas, and Virginia.

Valley View Consulting provides portfolio management for businesses and institutional clients and portfolio management for government entities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Valley View Consulting: assets under management

The assets under management (AUM) of Valley View Consulting LLC is $5.45 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in cash and cash equivalents the most. They account for 68% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 21% of the firm’s portfolio. Investments in government bonds form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Valley View Consulting LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Valley View Consulting serves?

The only and largest group of clients of Valley View Consulting is state or municipal government entities with 54 clients and $5.45 billion of assets under management. Among the 8 most similar advisory firms, Valley View Consulting has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $5.45 billion for 54 clients. None of the firm’s clients are foreign persons or businesses.

Valley View Consulting doesn't advise any private funds.

Careers at Valley View Consulting LLC

The company employs 10 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard George Long	Manager	1 Oct 1998	75% - 100%	1534226
Richard George Long	Chief compliance officer	1 Oct 2004	75% - 100%	1534226

Based in Huddleston

The principal office where Valley View Consulting LLC performs its advisory services is located at 2428 Carters Mill Road, Huddleston, VA 24104 4003, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (540)297-3419. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at valleyviewconsulting.net.