Overview
Assets Under Management: $238 million
Headquarters: AMBLER, PA
High-Net-Worth Clients: 68
Average Client Assets: $2 million
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