VALLEY NATIONAL ADVISERS INC
Firm details
- Headquarters
- BETHLEHEM, Pennsylvania
- CRD number
- 110788
- Registered since
- August 30, 1985
- Website
- valleynationalgroup.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.42%
- Individuals17.47%
- Corporations / Businesses0.44%
- Charitable Organizations0.36%
- Pension & Profit Sharing Plans0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Valley National Advisers Inc operates as a multi-service wealth manager that combines advisory work with broker-dealer, banking and insurance distribution capabilities. The firm serves both individual and family clients as well as institutional accounts and offers financial planning and portfolio management for individuals, small businesses and larger institutions. Its investment approach is equity-biased, with a clear tilt toward exchange-traded instruments for core exposure and active ESG considerations flagged in its disclosure. Valley National Advisers Inc also markets fee arrangements that include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm earned industry recognition in 2020, appearing on lists from Financial Times (Top 300 RIA Firms) and FA Magazine (Top RIA Firms).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2MATTHEW PETROZELLI
Chief Executive OfficerCRD 4720275
Lilian Rosario
Financial Advisor & Back Office CoordinatorCRD 7979280
Contacts
3 of 11Ingrid Holder
Relationship ManagerCRD 4696813
TIMOTHY ROOF
Account Vice PresidentCRD 4706287
DONNA YOUNG
Vice President, Client ServicesCRD 1443678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 313Active vs passive
$510M in ETFs
61%
$312M
35%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $52.4M | 2,045,472 | 10.29% |
Location
BETHLEHEM, PA
NORTHAMPTON
Location
BETHLEHEM, PA
Headquartered in BETHLEHEM, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- NORTHAMPTON
- Address
- 1655 Valley Center Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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