VALLEY FINANCIAL GROUP
Flourtown, Pennsylvania
5.0
3 Reviews
Valley Financial Group, a respected investment advisory firm headquartered in Flourtown, PA, specializes in providing comprehensive financial services to a diverse client base. With a team of six employees, five of whom are dedicated to investment advisory services, Valley Financial Group is well-equipped to meet the unique needs of their clientele. The firm's investment advisors have an impressive average of approximately $4,520,000 in assets under management per advisor, demonstrating their expertise in handling substantial portfolios. Valley Financial Group offers a flexible compensation structure, which includes options such ...
See more
Loading...

Assets Under Mgmt

$162.44M

Investment Professionals

5

Locations

0

% 401K & Individual

87%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.