| Owner | Title | From | %Ownership |
|---|---|---|---|
| Dedda, Michael, Joseph | Managing Partner | 01/2015 | < 5% |
| Todd, Ryan, Christopher | Chief Executive Officer | 01/2015 | < 5% |
| Spinelli, James, J | Chief Operating Officer | 01/2015 | 25-50% |
| Derosa, Cheryl, Boudwin | Chief Compliance Officer | 10/2022 | < 5% |
| Great Valley Advisor Group, LLC. | Owner | 09/2022 | > 75% |
| Gva Management Holding Inc | Owner | 10/2022 | > 75% |
| Spinelli, James, J | Owner | 10/2022 | 25-50% |
| Todd, Ryan, Christopher | Owner | 10/2022 | 50-75% |
