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GREAT VALLEY ADVISOR GROUP, INC.
GREAT VALLEY ADVISOR GROUP, INC.
WILMINGTON, Delaware
·
9 registered advisors
·
CRD# 123913
SEC# 801-72270
72
302-483-7200
01
Firm Overview
AUM
$7.3B
Regulatory assets under management
Employees
175
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GREAT VALLEY ADVISOR GROUP, INC.
9 registered advisors
Alan Edward Peters
WILMINGTON, Delaware
CRD# 360964
Cheryl Boudwin Derosa
WILMINGTON, Delaware
CRD# 4656084
Drew Alton Nemeth
WILMINGTON, Delaware
CRD# 4520631
James J Spinelli
WILMINGTON, Delaware
CRD# 6292205
Lee Robert Johnson
WILMINGTON, Delaware
CRD# 5345949
Michael E Hornung
WILMINGTON, Delaware
CRD# 7319371
Michael Joseph Dedda
WILMINGTON, Delaware
CRD# 2377387
Michael Joseph Martin
WILMINGTON, Delaware
CRD# 2169177
Ryan Christopher Todd
WILMINGTON, Delaware
CRD# 3093364
05
Office Locations
WILMINGTON, Delaware
9 advisors
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Data sourced from SEC Form ADV filings. GREAT VALLEY ADVISOR GROUP, INC. (CRD# 123913) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.