The GREAT VALLEY ADVISOR GROUP, INC. is a privately held investment adviser that advises $10.6Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GREAT VALLEY ADVISOR GROUP, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 129.51% over the last 5-years.
The Group has been registered with the SEC for 27.83 years and is comprised of 1 filing and 0 relying advisers. They operate out of 65 office locations with their Headquarters at 1200 PENNSYLVANIA AVE SUITE 202, WILMINGTON, DELAWARE. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 325 employees comprised of 192 investment and 133 non-investment staff. The total number of Employees increased by 100.62% over the last 5-years.
Their $10.6Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 178 other accounts. Assets of Individuals clients own $5.4Bn or 50.96% of Total Assets and High Net Worth Individuals own $3.86Bn or 36.38% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
GREAT VALLEY ADVISOR GROUP, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.