# EDGAR Filing Document

**Accession Number:** 0001128122
**File Stem:** 9999999997-23-000761
**Filing Date:** 2023-2
**Character Count:** 1563
**Document Hash:** a2e9ba10ab64964388dae9eb80bf875f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**9999999997-23-000761.hdr.sgml**: 20230306

**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

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This document was generated as part of a paper submission.
Please reference the Document Control Number 20016276 for access to the original document.

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