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
Sean Buchanan (CRD# 4356705) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 22 years of experience in the finance industry.
Bryce Cleveland (CRD# 7322977) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berwyn, PA and has 1 year of experience in the finance industry.
Keaton Divelbiss (CRD# 6808497) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Norman, OK and has over 5 years of experience in the finance industry.
Annasia Ford-Mccollum (CRD# 7473871) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Woodbury, MN and has 1 year of experience in the finance industry.
David Guild (CRD# 6836296) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has 1 year of experience in the finance industry.
Kayla Hall (CRD# 6182115) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 9 years of experience in the finance industry.
Ross Hansberger (CRD# 7662601) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Haymarket, VA and has 1 year of experience in the finance industry.
Eric Johnson (CRD# 7504368) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Madison, WI and has 1 year of experience in the finance industry.
Jared Krog (CRD# 6029252) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Edina, MN and has over 8 years of experience in the finance industry.
Matthew Laciskey (CRD# 7340836) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Mahtomedi, MN and has over 2 years of experience in the finance industry.