Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

GREAT VALLEY ADVISOR GROUP, LLC

dba GREAT VALLEY ADVISOR GROUP, LLC · CRD 123913 · Registered Investment Adviser

GREAT VALLEY ADVISOR GROUP, LLC is a Registered Investment Adviser headquartered in WILMINGTON, DE. The firm reports $10,599,707,027 in regulatory assets under management across 37,014 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$8,424,263,917
Non-discretionary$2,175,443,110
Total RAUM$10,599,707,027
Accounts37,014

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 123913. adviserinfo.sec.gov/firm/summary/123913.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.