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
Benjamin Haas (CRD# 5125147) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Kutztown, PA and has over 17 years of experience in the finance industry.
Travis Hansberger (CRD# 5182483) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Saint Louis Park, MN and has over 16 years of experience in the finance industry.
Steven Haug (CRD# 5528150) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 15 years of experience in the finance industry.
Lindsey Hendrickson (CRD# 6735414) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 6 years of experience in the finance industry.
Steven Hoffman (CRD# 4052018) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 24 years of experience in the finance industry.
David Hopkins (CRD# 5595380) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 15 years of experience in the finance industry.
George Howe (CRD# 2260666) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Braintree, MA and has over 31 years of experience in the finance industry.
Danielle Ives (CRD# 3233670) 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.
Paul Jervey (CRD# 5470271) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 14 years of experience in the finance industry.
Lee Johnson (CRD# 5345949) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Paoli, PA and has over 16 years of experience in the finance industry.