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| Valley Financial Group Inc
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|---|---|
| CRD # | 312254 |
| SEC # | 801-120325 |
| CIK # | 0002010327, 0001128122 |
| AUM | 287.2 M (2026-03-20) |
| Employees | 6 (83% Investors, 33% Brokers) |
| Phone | 215-947-9190 |
| Address | 311 Lindenwold Ave Ambler, PA 19002 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Verizon Communications Inc | 2.4 | ||
| Apple Inc | 2.0 | ||
| SPDR Gold Trust | 1.3 | ||
| Global MOFY Metaverse Ltd | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 435 | 160.4 |
| (b) Individuals (high net worth individuals) | 73 | 121.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 925 | 287.2 |
| By Discretionary | ||
| Discretionary | 925 | 287.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 925 | 287.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.2 | |
| Total | 925 | 287.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001128122] | |
| 13F-HR | [0002010327] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
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|---|---|---|
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