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Valley National Advisers Inc

● SEC registered since 1985CRD 110788SEC# 801-25126Bethlehem, PA
Export (members)
Reg. AUM
$1.13B
Employees
12
Accounts
5,984
Location
Bethlehem, PA

Valley National Advisers Inc assets under management

Valley National Advisers Inc is an SEC-registered investment adviser based in Bethlehem, PA. The firm has been registered since 1985. It reports $1.1 billion in regulatory assets under management and employs 12 people.

Valley National Advisers Inc owners & executives

2 reported
NameTitleOwnershipSince
Matthew E Petrozelli ControlChief Executive Officer And Chief Compliance OfficerUnder 5%2018
Thomas Merle Riddle ControlChairmanOver 75%1984

Frequently asked questions

How much does Valley National Advisers Inc manage?

Valley National Advisers Inc reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Valley National Advisers Inc have?

Valley National Advisers Inc reports 12 employees.

Where is Valley National Advisers Inc located?

Valley National Advisers Inc is based in Bethlehem, PA and has been SEC-registered since 1985.

Does Valley National Advisers Inc disclose fund performance?

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

Contact & registration

Address1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017
Phone610-868-9000
Fax610-868-9900
Office hours4-Aug
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.13B
Non-discretionary$5M
Total (RAUM)$1.13B