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VALLEY NATIONAL ADVISERS INC
CRD 110788 · SEC 801-25126
1655 VALLEY CENTER PARKWAY, SUITE 100, BETHLEHEM, PA, 18017, United States
Phone
610-868-9000
Fax
610-868-9900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.31B
Discretionary AUM
$1.30B
Team
13 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 943 | $229.0M |
| High net worth individuals | 410 | $1.07B |
| Pension/profit sharing plans | 10 | $4.1M |
| Charitable organizations | 10 | $4.7M |
| Corporations/business entities | 18 | $5.8M |
States served
AZ, CA, DE, GA, MD, MA, NJ, NY, NC, PA, SC, TN, VA, TX, CT, FL
All web addresses on file
- HTTPS://VIMEO.COM/VNFASINCE1985
- HTTP://WWW.YOURFINANCIALCHOICES.COM
- HTTPS://WWW.YOUTUBE.COM/USER/VNFASINCE1985
- HTTP://WWW.VALLEYNATIONALGROUP.COM
- HTTP://WWW.THEWEEKLYCOMMENTARY.COM
- HTTP://WWW.MYRETIREMENTPRO.COM
- HTTP://WWW.ZURILLAFINANCIAL.COM
- HTTPS://WWW.FACEBOOK.COM/VALLEYNATIONALFINANCIALADVISORS
- HTTPS://WWW.LINKEDIN.COM/COMPANY/VALLEY-NATIONAL-FINANCIAL-ADVISORS
Official SEC filing: View on IAPD