Overview
Assets Under Management: $238 million
Headquarters: AMBLER, PA
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
VALLEY FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312254), VALLEY FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
VALLEY FINANCIAL GROUP, INC. is headquartered in AMBLER, PA.
VALLEY FINANCIAL GROUP, INC. serves 68 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, VALLEY FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VALLEY FINANCIAL GROUP, INC. manages $238 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, VALLEY FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 821
Discretionary Accounts: 821
Regulatory Filings
CRD Number: 312254
Filing ID: 1951498
Last Filing Date: 2025-03-31 10:30:00
Website: https://valleyfinancial.com