Bank / Wealth / TrustRIA · CRD 341732SEC-Registered

Updated:

Valley National Financial Advisors

Valley National Financial Advisors was established as a wealth manager. No founding year or named principals appear in available records. Wealth origin remains...

Valley National Financial Advisors

Valley National Financial Advisors was established as a wealth manager. No founding year or named principals appear in available records. Wealth origin remains undisclosed. The firm shows no documented asset-class mix or named portfolio holdings. No co-investors, fund structures, or geographic deployments beyond the United States headquarters are recorded. Strategy fields contain no entries. No team size, additional offices, or adjacent vehicles are known. No operational events from the last 24 months are documented. No structural differentiator such as succession plan or hybrid mandate is observable from current data.

General information

Firm type

Bank / Wealth / Trust

Year founded

1985

AUM

1.3B (Altss estimate)

Location

Region

North America

Country

United States

City

Meridian

Corporate office

Frequently asked questions

What is the disclosed AUM for Valley National Financial Advisors?

Records show $1.3 billion under management.

Where is Valley National Financial Advisors headquartered?

The firm is based in Bethlehem, United States.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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