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Valley Financial Group
Flourtown, Pennsylvania
5.0
2 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
Assets Under Mgmt
$162.44M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
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)
Reviews for Valley Financial Group
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