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VALLEY FINANCIAL GROUP

Tel: 215-947-9190
311 Lindenwold Ave
Ambler, Pennsylvania  19002

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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

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

312254

SEC#:

801-120325

No. of Clients:

739

Assets under Management

$197,468,866

No. of Advisors:

6

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