|
⚲
|
| Keyboard |
| Valley National Advisers Inc
✚
|
|
|---|---|
| CRD # | 110788 |
| SEC # | 801-25126 |
| CIK # | 0000773411 |
| AUM | 1,310.6 M (2026-03-27) |
| Employees | 13 (77% Investors, 92% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-868-9000 |
| Address | 1655 Valley Center Parkway Bethlehem, PA 18017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Ingersoll-Rand PLC | 0.0 | ||
| Marvell Technology Inc | 0.0 | ||
| Monolithic Power Systems Inc | 0.0 | ||
| Lowes Companies Inc | 0.0 | ||
| Ametek INC/ | 0.0 | ||
| Flowserve Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 943 | 229.0 |
| (b) Individuals (high net worth individuals) | 410 | 1,067.0 |
| (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 | 10 | 4.1 |
| (h) Charitable organizations | 10 | 4.7 |
| (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 | 18 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,912 | 1,310.6 |
| By Discretionary | ||
| Discretionary | 4,910 | 1,304.9 |
| Non-Discretionary | 2 | 5.7 |
| Total | 4,912 | 1,310.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,310.6 | |
| Total | 4,912 | 1,310.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000773411] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Steigerwald Gordon & Koch Inc
✚
|
VA | 1,322.7 M |
|
Allie Family Office LLC
✚
|
FL | 1,321.7 M |
|
LVM Capital Management Ltd
✚
|
MI | 1,314.5 M |
|
Chequers Financial Management LLC
✚
|
CA | 1,314.3 M |
|
Capital Investment Services of America Inc
✚
|
WI | 1,314.2 M |
|
Barnes Pettey Financial Advisors LLC
✚
|
MS | 1,310.5 M |
|
Topsail Wealth Management LLC
✚
|
NC | 1,309.7 M |
|
Madison Wealth Partners Inc
✚
|
WI | 1,303.1 M |
|
Prudent Investor Advisors LLC
✚
|
CA | 1,302.2 M |
|
Snowwater Investment Partners LLC
✚
|
1,300.0 M |