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
Jason Forstot (CRD# 4880513) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 19 years of experience in the finance industry.
Patrick Gaines (CRD# 2829164) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 26 years of experience in the finance industry.
Robert Georgiou (CRD# 4840202) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Coral Springs, FL and has over 19 years of experience in the finance industry.
Jodi Gibson (CRD# 5423075) 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.
David Gornitzky (CRD# 4914211) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Stuart, FL and has over 15 years of experience in the finance industry.
Elizabeth Gosek (CRD# 4795165) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Yardley, PA and has over 8 years of experience in the finance industry.
Cory Graves (CRD# 3192405) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 25 years of experience in the finance industry.
Thomas Griffiths (CRD# 2106304) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Newtown, PA and has over 24 years of experience in the finance industry.
Daniel Gustafson (CRD# 3249956) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 24 years of experience in the finance industry.
Jacob Gustafson (CRD# 6491634) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 8 years of experience in the finance industry.