Valley National Advisers Inc
● SEC registered since 1985CRD 110788SEC# 801-25126Bethlehem, PA
Reg. AUM
$1.31B
Employees
13
Accounts
4,912
Location
Bethlehem, PA
Valley National Advisers Inc assets under management
Valley National Advisers Inc is an SEC-registered investment adviser based in Bethlehem, PA. The firm has been registered since 1985. It reports $1.3 billion in regulatory assets under management and employs 13 people.
Valley National Advisers Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew E Petrozelli Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2018 |
| Thomas Merle Riddle Control | Chairman | Over 75% | 1984 |
Frequently asked questions
How much does Valley National Advisers Inc manage?
Valley National Advisers Inc reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Valley National Advisers Inc have?
Valley National Advisers Inc reports 13 employees.
Where is Valley National Advisers Inc located?
Valley National Advisers Inc is based in Bethlehem, PA and has been SEC-registered since 1985.
Does Valley National Advisers Inc disclose fund performance?
Valley National Advisers Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017 |
| Phone | 610-868-9000 |
| Fax | 610-868-9900 |
| Office hours | 8-4 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.31B▲ 1%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.31Bregulatory AUM
Discretionary $1.3BNon-discretionary $5.7M