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Valley National Advisers Inc CRD 110788
$1.31B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-09-13 |
Branch Locations
1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017 • United States
1837 Goucher Street Suite 2, Johnstown, PA 15905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley National Advisers Inc. | Bethlehem | PA | 08/2011 | Present |
Lee Initiatives/Walnut Management, 132 Walnut St #3, Johnstown, PA 15901, Not Investment related, Lee Initiatives (a non-profit) manages an endowment to improve the health and well being of area residents. It is also the parent of Walnut Management Corp (for profit), which includes a home health and medical company, Board of Directors member, 11/30/2021, attends bi-monthly meetings, 1-5 hours/month during non-business hours, 1-5 hours/month during business hours.
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