V

Valley Investors Corporation

Updated today

Client AUM

$3,414,789

Clients

12

Advisors

2

of 2 employees

About

Valley Investors Corporation is a small advisory firm with two advisors managing approximately $3.41 million in assets for 12 individual clients. The firm provides ongoing portfolio management and investment advisory services and discloses its fee method as percentage-of-AUM in its Form ADV Part 2A.

Its Form ADV Part 2A describes individualized portfolio management for individual clients and outlines the firm’s methods of analysis and account review procedures under Items 8 and 13. The brochure indicates the firm maintains standard advisory practices for supported firms rather than offering performance‑based fee arrangements or institutional investment programs.

What distinguishes Valley Investors from many peers is its client mix and scale: the firm reports no high‑net‑worth clients and operates with a relatively modest asset base and small client roster. That combination — a supported two-advisor firm serving exclusively non‑HNW individuals with limited AUM — is uncommon among firms in the same category.

Client services

Portfolio management

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Fee options

Percentage

Main office

21 Franklin Rd. Suite 300

Roanoke VA 24011

Advisors at this office

2

Most active in

Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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