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
Richard Ropelewski (CRD# 4530402) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 21 years of experience in the finance industry.
Philip Rosenau (CRD# 5624054) 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.
Jeffrey Rubin (CRD# 736859) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 40 years of experience in the finance industry.
Leo Sage (CRD# 4081585) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Stuart, FL and has over 20 years of experience in the finance industry.
Brian Samec (CRD# 4254156) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Woodbury, MN and has over 23 years of experience in the finance industry.
John Satterfield (CRD# 5106371) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berwyn, PA and has over 18 years of experience in the finance industry.
Robert Schmauk (CRD# 1864123) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berwyn, PA and has over 35 years of experience in the finance industry.
Philip Sears (CRD# 2616372) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in West Chester, PA and has over 28 years of experience in the finance industry.
Todd Smiler (CRD# 4324369) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 23 years of experience in the finance industry.
Christopher Smith (CRD# 2235758) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 29 years of experience in the finance industry.