VALLEY FINANCIAL GROUP
Tel: 215-947-9190 311 Lindenwold Ave Ambler, Pennsylvania 19002
About VALLEY FINANCIAL GROUP
VALLEY FINANCIAL GROUP is a Ambler, Pennsylvania based financial advisory firm with nearly $197,468,866 in assets under management and provides investment advisory services for 739 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
312254
Firm SEC#:
801-120325
Assets Under Management:
$197,468,866
No. of Clients:
739
No. of Advisors:
6
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM
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