9999999997-23-000761.txt : 20230306 9999999997-23-000761.hdr.sgml : 20230306 20230227130535 ACCESSION NUMBER: 9999999997-23-000761 CONFORMED SUBMISSION TYPE: X-17A-5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230227 EFFECTIVENESS DATE: 20230215 PERIOD START: 20190101 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VALLEY FINANCIAL MANAGEMENT, INC. CENTRAL INDEX KEY: 0001128122 IRS NUMBER: 134132289 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: X-17A-5 SEC ACT: 1934 Act SEC FILE NUMBER: 008-52993 FILM NUMBER: 20016276 BUSINESS ADDRESS: STREET 1: 350 MADISON AVE. STREET 2: 4TH FLOOR, COMPLIANCE DEPARTMENT CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 1-212-626-1138 MAIL ADDRESS: STREET 1: 350 MADISON AVE. STREET 2: 4TH FLOOR, COMPLIANCE DEPARTMENT CITY: NEW YORK STATE: NY ZIP: 10017 FORMER COMPANY: FORMER CONFORMED NAME: LEUMI INVESTMENT SERVICES INC. DATE OF NAME CHANGE: 20220517 FORMER COMPANY: FORMER CONFORMED NAME: VALLEY FINANCIAL MANAGEMENT, INC. DATE OF NAME CHANGE: 20220502 FORMER COMPANY: FORMER CONFORMED NAME: LEUMI INVESTMENT SERVICES INC. DATE OF NAME CHANGE: 20020301 X-17A-5 1 9999999997-23-000761.paper AUTO-GENERATED PAPER DOCUMENT This document was generated as part of a paper submission. Please reference the Document Control Number 20016276 for access to the original document.