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VALLEY FINANCIAL GROUP
311 Lindenwold Ave
Ambler, Pennsylvania 19002
Tel: 215-947-9190
About VALLEY FINANCIAL GROUP
VALLEY FINANCIAL GROUP, formally registered with the SEC as VALLEY FINANCIAL GROUP. The firm was established in 02/16/2021. They have over 1 offices throughout the country.
VALLEY FINANCIAL GROUP is a Ambler, Pennsylvania based Financial Planning firm with nearly $197,468,866 assets under management, offering retirement planning & investment advisory services to 739 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312254 |
| SEC# | 801-120325 |
| Assets Managed by Firm | $197,468,866 |
| No. of Clients | 739 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 739 | $197,468,866 |
| Individuals (other than high net worth individuals) | 388 | $125,987,148 |
| High net worth individuals | 53 | $63,897,746 |
| Corporations or other businesses | Fewer than 5 clients | $7,583,972 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $194,796,322,013 | 93301 | 411 |
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