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VALLEY FINANCIAL GROUP

VALLEY FINANCIAL GROUP, INC.

CRD 312254 · SEC 801-120325

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311 LINDENWOLD AVE, AMBLER, PA, 19002, United States

Phone

215-947-9190

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$287.2M

Discretionary AUM

$287.2M

Team

6 total employees; 5 advisory reps; 2 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals435$160.4M
High net worth individuals73$121.0M

States served

NJ, PA, NH, FL

All web addresses on file

Official SEC filing: View on IAPD