DEL VAL RETIREMENT AND INVESTMENT SERVICES INC

DEL VAL RETIREMENT AND INVESTMENT SERVICES INC of DOYLESTOWN, PA is an SEC-registered investment adviser (CRD 332602). Regulatory assets under management: $1.9M.

Registration

• CRD: 332602
• Type: Registered investment adviser
• Location: 2525 HOLICONG ROAD, DOYLESTOWN, PA, 18902
• Phone: 215-680-1481
• Latest filing: 2026-02-11
• Regulatory AUM: $1.9M
• Discretionary AUM: $1.9M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332602 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search