VALLEY FINANCIAL GROUP, INC.
Legal name: VALLEY FINANCIAL GROUP
CRD #312254 SEC #801-120325 AMBLER, PA 215-947-9190
SEC Registered Broker-Dealer
Total AUM
$237.9M
Discretionary
$237.9M
Employees
6
Clients
251
Accounts
821
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $237.9M | $237.9M | $0 | 6 | 2 |
| Mar 2024 | $197.5M | $197.5M | $0 | 6 | 2 |
| Mar 2024 | $197.5M | $197.5M | $0 | 6 | 2 |
| Mar 2023 | $162.4M | $162.4M | $0 | 6 | 2 |
| Mar 2022 | $165M | $165M | $0 | 5 | 2 |
| Dec 2021 | $136.6M | $129M | $7.7M | 1 | 0 |
| Jun 2021 | $136.6M | $129M | $7.7M | 1 | 0 |
| Apr 2021 | $0 | $0 | $0 | 1 | 0 |
| Apr 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees6
Clients2
DateMar 2024
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees6
Clients2
DateMar 2024
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees6
Clients2
DateMar 2023
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees6
Clients2
DateMar 2022
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees5
Clients2
DateDec 2021
Total AUM$136.6M
Discretionary$129M
Non-Disc.$7.7M
Employees1
Clients0
DateJun 2021
Total AUM$136.6M
Discretionary$129M
Non-Disc.$7.7M
Employees1
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0