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Valley National Advisors

EST. AUM
$1,310,550,210

CONTACTS
6

CLIENT ACCOUNTS
4,912

Firm Details

Metro area Philadelphia
CRD Number 110788
Website valleynationalgroup.com
Client types

Overview

Started in 1985, Valley National is an RIA based in Bethlehem, PA offering financial planning and wealth management services to clients. Valley National also has an office in Phillipsburg, NJ, and an affiliated team in Johnstown, PA under the name Zurilla Financial Services. Bill and Chris oversee the investment decisions for the $1.6B RIA. They run two internal portfolios and have a menu of ETFs and MFs that their 9 advisors use. They will do some one-off SMA business and only looking at liquid alts on the alternatives side. Typically more passive investors, but will look at active in small cap, international and fixed income. They also value managers that have proven to protect vs. downside.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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