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
Edward Devinger (CRD# 5534642) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 15 years of experience in the finance industry.
Kenneth Divelbiss (CRD# 1992965) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Norman, OK and has over 29 years of experience in the finance industry.
Michael Dolezal (CRD# 5224587) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 17 years of experience in the finance industry.
Jeffrey Donohue (CRD# 4527578) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 21 years of experience in the finance industry.
Julie Douglas Maddox (CRD# 1056818) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 41 years of experience in the finance industry.
Michael Englund (CRD# 5083574) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 17 years of experience in the finance industry.
Daniel Estenson (CRD# 6108325) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 10 years of experience in the finance industry.
Ricardo Ferreira (CRD# 5640271) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 15 years of experience in the finance industry.
Matthew Fitch (CRD# 4744719) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Albertville, MN and has over 19 years of experience in the finance industry.
Daniel Fleming (CRD# 2571476) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 23 years of experience in the finance industry.