VALLEY FINANCIAL GROUP, INC. of AMBLER, PA is an SEC-registered investment adviser (CRD 312254). Regulatory assets under management: $287.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Edward Stanley Woehlcke | MANAGING MEMBER/CCO | — |
| Kevin Steven Mcgarry | PRINCIPAL | — |
| SWAYZE ASHLEIGH COOPER | CHIEF COMPLIANCE OFFICER | — |
| WOEHLCKE EDWARD STANLEY | MANAGING MEMBER/CCO | — |
| MCGARRY KEVIN STEVEN | PRINCIPAL | — |
| BETSCH FRANK MICHAEL | PRINCIPAL | — |