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⚲
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| Great Valley Advisor Group Inc
✚
|
|
|---|---|
| CRD # | 123913 |
| SEC # | 801-72270 |
| CIK # | 0001769897 |
| AUM | $5.1 BB (2023-03-28) |
| Employees | 127 (83% Investors, 71% Brokers) |
| Phone | 302-483-7200 |
| Address | 1200 Pennsylvania Ave Wilmington, DE 19806 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| IAU | 0.0 | ||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,142 | 2.1 |
| (b) Individuals (high net worth individuals) | 891 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 108 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17,488 | 4.5 |
| By Discretionary | ||
| Discretionary | 16,711 | 4.1 |
| Non-Discretionary | 777 | 0.4 |
| Total | 17,488 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 17,488 | 4.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001769897] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brightworth LLC
✚
|
GA | 5.4 |
|
GYL Financial Synergies LLC
✚
|
CT | 5.3 |
|
Choate Investment Advisors LLC
✚
|
MA | 5.3 |
|
Richard Bernstein Advisors LLC
✚
|
NY | 5.2 |
|
Intellicents Investment Solutions Inc
✚
|
MN | 5.1 |
|
Thrivent Advisor Network LLC
✚
|
MN | 5.1 |
|
HBK Sorce Advisory LLC
✚
|
PA | 5.0 |
|
One Capital Management LLC
✚
|
CA | 4.9 |
|
Beacon Capital Management Inc
✚
|
OH | 4.9 |
|
Jonathan Roberts Advisory Group Inc
✚
|
FL | 4.9 |