Valley Financial Group

Valley Financial Group (CRD# 312254) is a financial advisory firm headquartered in Ambler, PA. They manage $197,468,866 in 739 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
311 Lindenwold Ave, Ambler, PA 19002
http://www.valleyfinancial.com
By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    739
    ACCOUNTS
  • Average Account Value
    $267,211
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NH, NJ, PA

Financial Advisors at Valley Financial Group
Showing 1 - 6 of 6 top financial advisors.
1
Frank Betsch, financial advisor Ambler PA
Frank M. Betsch
CRD#: 708159
311 Lindenwold Ave, Ambler, PA 19002

Frank Betsch (CRD# 708159) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has over 44 years of experience in the finance industry.

2
Morris Licciardello, financial advisor Ambler PA
Morris F. Licciardello
CRD#: 4122864
311 Lindenwold Ave, Ambler, PA 19002

Morris Licciardello (CRD# 4122864) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has over 24 years of experience in the finance industry.

3
Kevin McGarry, financial advisor Ambler PA
Kevin S. McGarry
CRD#: 4371076
311 Lindenwold Ave, Ambler, PA 19002

Kevin McGarry (CRD# 4371076) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has over 22 years of experience in the finance industry.

4
Edward Woehlcke, financial advisor Ambler PA
Edward S. Woehlcke
CRD#: 4192226
311 Lindenwold Ave, Ambler, PA 19002

Edward Woehlcke (CRD# 4192226) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has over 23 years of experience in the finance industry.

5
James Donnelly, financial advisor Ambler PA
James Donnelly
CRD#: 7306185
311 Lindenwold Ave, Ambler, PA 19002

James Donnelly (CRD# 7306185) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has over 3 years of experience in the finance industry.

6
Frank Pizzichillo, financial advisor Ambler PA
Frank Pizzichillo
CRD#: 7614916
311 Lindenwold Ave, Ambler, PA 19002

Frank Pizzichillo (CRD# 7614916) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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