RIA Intel›Advisers›Pennsylvania›VALLEY FINANCIAL GROUP, INC.

VALLEY FINANCIAL GROUP, INC.

Advisory

N·AMBLER, PA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$287M
1-Year AUM Growth
+21.6%
3-Year CAGR
+12.8%
Employees
5
Assets Under Management
Total AUM$287M
Discretionary AUM$287M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients472
Team
Total Employees5
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingJan 14, 2021
Latest FilingMar 20, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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