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
Thomas Lally (CRD# 5928881) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Braintree, MA and has over 12 years of experience in the finance industry.
Kristen Money (CRD# 5297570) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berryville, VA and has over 2 years of experience in the finance industry.
Christopher Padrick (CRD# 7494848) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Stuart, FL and has 1 year of experience in the finance industry.
Kurt Philion (CRD# 6794486) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Bemidji, MN and has over 6 years of experience in the finance industry.
Hanna Rask (CRD# 6114326) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Minnetonka, MN and has over 9 years of experience in the finance industry.
Robert Schmauk (CRD# 6922522) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berwyn, PA and has over 5 years of experience in the finance industry.
Aaron Smaagaard (CRD# 5147275) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Woodbury, MN and has over 16 years of experience in the finance industry.
Tasha Strand (CRD# 7371083) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 2 years of experience in the finance industry.
Mitchell Vandenmeerendonk (CRD# 7424492) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 2 years of experience in the finance industry.
Timothy Weigel (CRD# 5675553) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Woodbury, MN and has over 14 years of experience in the finance industry.