Great Valley Advisor Group, Inc.
Great Valley Advisor Group, Inc. (CRD# 123913) is a financial advisory firm headquartered in Wilmington, DE. They manage $5,084,083,044 in 21,345 accounts and serve the financial needs of clients across 44 states (or territories).
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Total Assets Under Management5,084MILLION
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Total Number of Accounts21,345ACCOUNTS
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Average Account Value$238,186
- 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, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
April Breheim (CRD# 5625965) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Black River Falls, WI and has over 14 years of experience in the finance industry.
Leif Briel (CRD# 5281037) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Minnetonka, MN and has over 12 years of experience in the finance industry.
Gregg Buxton (CRD# 2029259) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 34 years of experience in the finance industry.
Richard Callahan (CRD# 2684696) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 28 years of experience in the finance industry.
Michael Capriotti (CRD# 7056993) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Philadelphia, PA and has over 5 years of experience in the finance industry.
Jonathan Childs (CRD# 6285179) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 10 years of experience in the finance industry.
Robert Crawford (CRD# 1135287) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Pasadena, CA and has over 27 years of experience in the finance industry.
Omar Cujar (CRD# 4620649) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 20 years of experience in the finance industry.
Michael Danjczek (CRD# 5238835) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berryville, VA and has over 17 years of experience in the finance industry.
Michael Dedda (CRD# 2377387) 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.