| Name | Title | Ownership | Since |
|---|---|---|---|
| Cheryl Boudwin Derosa Control | Chief Compliance Officer | Under 5% | 2022 |
| Drew Alton Nemeth | Director, Compliance & Operations - Supervisory Principal | Under 5% | 2020 |
| Great Valley Advisor Group, LLC. Control | Owner | Over 75% | 2022 |
Great Valley Advisor Group, LLC reports $9.7 billion in regulatory assets under management on its Form ADV.
Great Valley Advisor Group, LLC reports 333 employees.
Great Valley Advisor Group, LLC is based in Wilmington, DE and has been SEC-registered since 2011.
Great Valley Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1200 Pennsylvania Ave, Suite 202, Wilmington, DE 19806 |
| Phone | 302-483-7200 |
| Fax | 302-656-1008 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $7.67B |
| Non-discretionary | $2.06B |
| Total (RAUM) | $9.73B |