# Del Val Retirement and Investment Services

Del Val Retirement and Investment Services is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 332602
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332602

## About

DEL VAL RETIREMENT AND INVESTMENT SERVICES INC is a state-registered investment adviser in Doylestown, PA. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How does Del Val's fiduciary obligation work?

As a registered investment adviser, Del Val is bound by fiduciary duty under the Investment Advisers Act of 1940, requiring it to act in clients' best interests when managing portfolios or providing advisory recommendations. This includes duties of care and loyalty, particularly relevant when advising on retirement assets governed by ERISA. The firm's regulatory disclosures are filed with the SEC and are publicly available.

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Last updated: 2026-06-03T20:00:00.000Z

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