Valley National Advisers is an investment advisor in Bethlehem with $1.25 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
232319001
SEC advisor number
801-25126
FINRA CRD number
110788
AUM ?
$1.30 bn
(as of 6 Aug 24)
Accounts
5,280
(as of 6 Aug 24)
Employees
15
(15 investment advisory or research)
Address
Valley National Advisers
1655 VALLEY CENTER PARKWAY
SUITE 100
BETHLEHEM
PA 18017
1655 VALLEY CENTER PARKWAY
SUITE 100
BETHLEHEM
PA 18017
Phone
610-868-9000
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Jul 24
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22