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| Valley National Advisers Inc
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|
|
|---|---|
| CRD # | 110788 |
| SEC # | 801-25126 |
| CIK # | 0000773411 |
| AUM | $1.1 B (2025-03-27) |
| Employees | 12 (83% Investors, 92% Brokers) |
| Phone | 610-868-9000 |
| Address | 1655 Valley Center Parkway Bethlehem, PA 18017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Microchip Technology Inc | 0.0 | ||
| Corteva Inc | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| Fiserv Inc | 0.0 | ||
| Lennar Corp /New/ | 0.0 | ||
| Schlumberger Ltd /NV/ | 0.0 | ||
| Constellation Energy Corp | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| ARM Holdings PLC /UK | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 933 | 277.4 |
| (b) Individuals (high net worth individuals) | 355 | 837.3 |
| (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 | 6.6 |
| (h) Charitable organizations | 4 | 2.5 |
| (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 | 8.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,984 | 1,131.9 |
| By Discretionary | ||
| Discretionary | 5,982 | 1,126.8 |
| Non-Discretionary | 2 | 5.0 |
| Total | 5,984 | 1,131.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,131.9 | |
| Total | 5,984 | 1,131.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000773411] |
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|---|---|---|
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|
PA | 1.1 |
|
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TX | 1.1 |
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1.1 | |
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CA | 1.1 |
|
SC&H Financial Advisors Inc
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MD | 1.1 |
|
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IN | 1.1 |
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