Great Valley Advisor Group, Inc.
Great Valley Advisor Group, Inc. (CRD# 123913) is a financial advisory firm headquartered in Wilmington, DE. They manage $7,343,187,109 in 24,276 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management7,343MILLION
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Patrick Abrunzo (CRD# 5732138) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 13 years of experience in the finance industry.
Jeffrey Alexander (CRD# 2362864) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 30 years of experience in the finance industry.
Susan Allen (CRD# 1000420) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Newtown, PA and has over 42 years of experience in the finance industry.
Andrea Argue (CRD# 4853008) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 19 years of experience in the finance industry.
Scott Bantz (CRD# 5999266) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Woodbury, MN and has over 12 years of experience in the finance industry.
Joseph Bennett (CRD# 4860044) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Rock Hill, SC and has over 19 years of experience in the finance industry.
Ty Bernicke (CRD# 2936490) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 26 years of experience in the finance industry.
Charles Block (CRD# 5174211) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Woodbury, MN and has over 17 years of experience in the finance industry.
Haralds Bondaris (CRD# 5302042) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Plymouth, MN and has over 16 years of experience in the finance industry.
Damon Boyar (CRD# 4539179) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 21 years of experience in the finance industry.