Tradingvalley Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 2, 2026, reports $4M in regulatory assets under management, 2 employees, and 168 accounts.
Assets Under Management
$4M
Employees
2
Offices
--
Total Clients
168
Primary office
TAIPEI
7F., NO. 110, ZHOUZI ST., NEIHU DIST., TAIPEI, Taiwan, Republic of China
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
168
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4Mas of March 2, 2026
Discretionary100.0%
$4M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4M
Total Accounts168
10Y AUM Change+$4M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee84:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.