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

More Retirement Planning firms in Ambler, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Ambler, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.