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
Justin Larson (CRD# 6788990) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Woodbury, MN and has over 6 years of experience in the finance industry.
Steven Latham (CRD# 5432016) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 16 years of experience in the finance industry.
Eric Liek (CRD# 5658170) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 14 years of experience in the finance industry.
Patrick Maddox (CRD# 5561864) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 13 years of experience in the finance industry.
Gregory Mallison (CRD# 4317751) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 23 years of experience in the finance industry.
Michael Martin (CRD# 2169177) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 32 years of experience in the finance industry.
Charles McNamara (CRD# 4346046) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 23 years of experience in the finance industry.
Paul Morrone (CRD# 5367076) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 12 years of experience in the finance industry.
Thomas Morrone (CRD# 4239456) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in North Haven, CT and has over 23 years of experience in the finance industry.
Drew Nemeth (CRD# 4520631) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 22 years of experience in the finance industry.