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Building 2GREAT VALLEY ADVISOR GROUP, LLC

Map pinWILMINGTON, DE
Phone302-483-7200
NotebookSEC #801-72270
Total AUM
$10.6B
Employees
325
Clients
37,014

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 PENNSYLVANIA AVE
SUITE 202
WILMINGTON
DE 19806
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
302-483-7200
Other Offices
72

ReceiptFinancials

Total AUM
$10.6B
Accounts
37,014
Discretionary
$8.4B
Accounts
32,469
Non-Discretionary
$2.2B
Accounts
4,545

ContactClients

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Individual Clients
35,067
AUM
$5.4B
HNW Individual Clients
1,769
AUM
$3.9B
Pension/Profit Sharing Plan Clients
178
AUM
$1.3B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCTNTXVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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