SEC Form ADV

VALLEY NATIONAL ADVISERS INC

Firm profile: Valley National Advisers — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserPA
$1.3B
Assets Under Management
4,912
Total Clients
13
Employees
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Registration Details

Accession
CRD-110788
Location
BETHLEHEM, PA
Filing Date
March 27, 2026
AUM
$1.3B
Total Clients
4,912
Institutional Clients
20
Employees
13
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

VALLEY NATIONAL ADVISERS INC is a registered investment adviser headquartered in BETHLEHEM, PA, managing approximately $1.3B in assets across 4,912 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.