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Valley Financial Group, Inc.

● SEC registered since 2021CRD 312254SEC# 801-120325Ambler, PA
Export (members)
Reg. AUM
$237.9M
Employees
6
Accounts
821
Location
Ambler, PA

Valley Financial Group, Inc. assets under management

Valley Financial Group, Inc. operates as an SEC-registered investment adviser based in Ambler, PA. The firm has been registered since 2021. It reports $237.9 million in regulatory assets under management and employs 6 people.
www.twitter.com/valleyfinancialView on SEC.gov ↗

Valley Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Edward Stanley Woehlcke ControlManaging Member/Cco50-75%2021
Kevin Steven McGarry ControlPrincipal50-75%2021

Frequently asked questions

How much does Valley Financial Group, Inc. manage?

Valley Financial Group, Inc. reports $237.9 million in regulatory assets under management on its Form ADV.

How many employees does Valley Financial Group, Inc. have?

Valley Financial Group, Inc. reports 6 employees.

Where is Valley Financial Group, Inc. located?

Valley Financial Group, Inc. is based in Ambler, PA and has been SEC-registered since 2021.

Does Valley Financial Group, Inc. disclose fund performance?

Valley Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address311 Lindenwold Ave, Ambler, PA 19002
Phone215-947-9190
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$237.9M
Non-discretionary$0
Total (RAUM)$237.9M