Great Valley Advisor is an investment advisor in Wilmington with $4.49 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
510295792
SEC advisor number
801-72270
FINRA CRD number
123913
AUM ?
$7.34 bn
(as of 4 Apr 24)
Accounts
24,276
(as of 4 Apr 24)
Employees
175
(154 investment advisory or research)
Address
Great Valley Advisor
1200 PENNSYLVANIA AVE
SUITE 202
WILMINGTON
DE 19806
1200 PENNSYLVANIA AVE
SUITE 202
WILMINGTON
DE 19806
Phone
3024837200
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21