Valley Financial Group

CRD 312254 · Ambler, PA · $287.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 312254
SEC number: 801-120325
Firm type: RIA
Assets under management: $287.2M as of Mar 20, 2026
Website: www.twitter.com/valleyfinancial ↗
Phone: 215-947-9190
Address: 311 Lindenwold Ave, Ambler, PA, 19002

Advisors at this firm

4 in our index · page 1 of 1

James DonnellyCRD 7306185 · Ambler, PA

IA Registered
Kevin Steven McgarryCRD 4371076 · Ambler, PA

IA RegisteredBroker
Frank PizzichilloCRD 7614916 · Ambler, PA

IA Registered
Edward Stanley WoehlckeCRD 4192226 · Ambler, PA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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