Valley National Advisers Inc
Bethlehem, Pennsylvania
5.0
1 Review
Valley National Advisers Inc is a highly reputable investment advisory firm based out of Bethlehem, PA. With a team of 15 dedicated employees, the company specializes in providing top-notch investment advisory services to a diverse clientele. Their impressive track record is evident through their average assets under management per investment advisor, which stands at an outstanding $1,109,720,000 – well above the industry average. Valley National Advisers Inc boasts a robust compensation structure, offering various types of fees, including a percentage of assets under management and performance-based fees. With over 1,660 individ...
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Assets Under Mgmt

$1.13B

Investment Professionals

15

Locations

2

% 401K & Individual

34%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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