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DEL VAL RETIREMENT AND INVESTMENT SERVICES INC
CRD 332602
2525 HOLICONG ROAD, DOYLESTOWN, PA, 18902, United States
Phone
215-680-1481
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.9M
Discretionary AUM
$1.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.9M |
Official SEC filing: View on IAPD