VALLEY FINANCIAL GROUP
Firm details
- Headquarters
- AMBLER, Pennsylvania
- CRD number
- 312254
- Registered since
- February 16, 2021
- Website
- valleyfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.85%
- HNWI42.13%
- Corporations / Businesses1.9%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Valley Financial Group is an independent registered investment adviser formed as a corporation and registered with the SEC in 2021. The firm is owned by an individual and primarily serves individual and family clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. Valley Financial Group also operates as a broker-dealer and insurance broker, and it charges clients through a mix of percentage-of-AUM fees, hourly rates, and fixed fees. The firm identifies as a capital allocator but does not present itself as an active ESG investor or a multi-state pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds28%
- Other2%
Contacts
3 of 5EDWARD WOEHLCKE
Managing PartnerCRD 4192226
KEVIN MCGARRY
Managing PartnerCRD 4371076
MORRIS LICCIARDELLO
Financial PlannerCRD 4122864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$179M in ETFs
39%
$70.1M
49%
$109M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $39M | 59,696 | 21.80% |
Location
AMBLER, PA
MONTGOMERY
Location
AMBLER, PA
Headquartered in AMBLER, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 311 Lindenwold Ave
- Time zone
- ET (UTC-5)
- Office locations
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