Valley Financial Group
Valley Financial Group is an SEC-registered mass-market adviser in Ambler, PA with $287.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Valley Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312254, SEC 801-120325, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $287.2M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Ambler, PA
- Employees
- 6
- Clients
- 508
- CRD
- 312254
- Ownership
- MCGARRY, KEVIN, STEVEN; BETSCH, FRANK, MICHAEL; WOEHLCKE, EDWARD, STANLEY; SWAYZE, ASHLEIGH, COOPER
How much AUM does Valley Financial Group have?
Valley Financial Group reported $287.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Valley Financial Group?
Disclosed owners and executives of Valley Financial Group include MCGARRY, KEVIN, STEVEN, BETSCH, FRANK, MICHAEL, WOEHLCKE, EDWARD, STANLEY, SWAYZE, ASHLEIGH, COOPER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.