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Building 2VALLEY FINANCIAL GROUP

Map pinAMBLER, PA
Phone215-947-9190
NotebookSEC #801-120325
Total AUM
$287.2M
Employees
6
Clients
510

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
311 LINDENWOLD AVE
AMBLER
PA 19002
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
215-947-9190

ReceiptFinancials

Total AUM
$287.2M
Accounts
925
Discretionary
$287.2M
Accounts
925
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
435
AUM
$160.4M
HNW Individual Clients
73
AUM
$121M
Charitable Organization Clients
1
AUM
$343.6K
Corporation or Business Clients
1
AUM
$5.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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