VALLEY NATIONAL ADVISERS INC

1655 Valley Center Parkway
Suite 100
Bethlehem, Pennsylvania 18017
Tel: 610-868-9000

About VALLEY NATIONAL ADVISERS INC

VALLEY NATIONAL ADVISERS INC, formally registered with the SEC as VALLEY NATIONAL ADVISERS INC. The firm was established in 08/30/1985. They have over 3 offices throughout the country.

VALLEY NATIONAL ADVISERS INC is a Bethlehem, Pennsylvania based Financial Planning firm with nearly $1,301,950,845 assets under management, offering retirement planning & investment advisory services to 5280 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110788
SEC#	801-25126
Assets Managed by Firm	$1,301,950,845
No. of Clients	5280
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	5280	$1,301,950,845
Individuals (other than high net worth individuals)	1303	$184,682,419
High net worth individuals	395	$1,091,354,607
Pension and profit sharing plans	46	$17,912,188
Charitable organizations	Fewer than 5 clients	$1,291,194
Corporations or other businesses	20	$6,710,437

More Retirement Planning firms in Bethlehem, Pennsylvania:

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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