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VALLEY FINANCIAL GROUP, INC.
VALLEY FINANCIAL GROUP, INC.
VALLEY FINANCIAL GROUP
AMBLER, Pennsylvania
·
3 registered advisors
·
CRD# 312254
SEC# 801-120325
0
215-947-9190
01
Firm Overview
AUM
$197M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at VALLEY FINANCIAL GROUP, INC.
3 registered advisors
Edward Stanley Woehlcke
AMBLER, Pennsylvania
CRD# 4192226
Frank Michael Betsch
FLOURTOWN, Pennsylvania
CRD# 708159
Kevin Steven Mcgarry
AMBLER, Pennsylvania
CRD# 4371076
05
Office Locations
AMBLER, Pennsylvania
2 advisors
FLOURTOWN, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. VALLEY FINANCIAL GROUP, INC. (CRD# 312254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.