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VALLEY FINANCIAL GROUP

AMBLER, PA · CRD 312254 · IAPD ↗ · 215-947-9190

$287.2MRegulatory AUM
5Advisory reps
6Employees
2Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — VALLEY FINANCIAL GROUP moved its main office from FLOURTOWN, PA to AMBLER, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.