Overview
Assets Under Management: $1.1 billion
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 355
Average Client Assets: $2 million
Frequently Asked Questions
VALLEY NATIONAL ADVISERS 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 #110788), VALLEY NATIONAL ADVISERS INC is subject to fiduciary duty under federal law.
VALLEY NATIONAL ADVISERS INC is headquartered in BETHLEHEM, PA.
VALLEY NATIONAL ADVISERS INC serves 355 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, VALLEY NATIONAL ADVISERS INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
VALLEY NATIONAL ADVISERS INC manages $1.1 billion in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, VALLEY NATIONAL ADVISERS INC serves high-net-worth individuals and institutional clients. View client details ↓
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