Valley Financial Group, Inc.
● SEC registered since 2021CRD 312254SEC# 801-120325Ambler, PA
Reg. AUM
$287.2M
Employees
6
Accounts
925
Location
Ambler, PA
Valley Financial Group, Inc. assets under management
Valley Financial Group, Inc. operates as an SEC-registered investment adviser based in Ambler, PA. The firm has been registered since 2021. It reports $287.2 million in regulatory assets under management and employs 6 people.
Valley Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Stanley Woehlcke Control | Managing Member/Cco | 50-75% | 2021 |
| Kevin Steven McGarry Control | Principal | 50-75% | 2021 |
Frequently asked questions
How much does Valley Financial Group, Inc. manage?
Valley Financial Group, Inc. reports $287.2 million in regulatory assets under management on its Form ADV.
How many employees does Valley Financial Group, Inc. have?
Valley Financial Group, Inc. reports 6 employees.
Where is Valley Financial Group, Inc. located?
Valley Financial Group, Inc. is based in Ambler, PA and has been SEC-registered since 2021.
Does Valley Financial Group, Inc. disclose fund performance?
Valley Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 311 Lindenwold Ave, Ambler, PA 19002 |
| Phone | 215-947-9190 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$287.2M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$287.2Mregulatory AUM
Discretionary $287.2M