Overview
Assets Under Management: $1.1 billion
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 355
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 355
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,984
Discretionary Accounts: 5,982
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 110788
Filing ID: 1970213
Last Filing Date: 2025-03-27 14:27:00
Website: https://valleynationalgroup.com