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Building 2VALLEY NATIONAL ADVISERS INC

Map pinBETHLEHEM, PA
Phone610-868-9000
NotebookSEC #801-25126
Total AUM
$1.3B
Employees
13
Clients
1,391

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1655 VALLEY CENTER PARKWAY
SUITE 100
BETHLEHEM
PA 18017
United States
Operating Hours
8-4
Monday - Friday
Phone
610-868-9000
Other Offices
2

ReceiptFinancials

Total AUM
$1.3B
Accounts
4,912
Discretionary
$1.3B
Accounts
4,910
Non-Discretionary
$5.7M
Accounts
2

ContactClients

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Individual Clients
943
AUM
$229M
HNW Individual Clients
410
AUM
$1.1B
Pension/Profit Sharing Plan Clients
10
AUM
$4.1M
Charitable Organization Clients
10
AUM
$4.7M
Corporation or Business Clients
18
AUM
$5.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLGAMAMDNCNJNYPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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