Key facts
- Status: Privately Held (no backing).
Leadership
- Christopher HollandDirector, Research and Investments and Member of the Investment Committee
- ·Watchlist + deal alerts for Valley National Financial Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Valley National Financial Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Valley National Financial Advisors
Provider of financial planning and wealth management services. Valley National Financial Advisors offers tax, insurance, and other financial services to clients. The firm has been operating since 1985 and is locally-based. The team provides personalized experiences based on mutual trust and understanding of individual values, experiences, and expectations. The firm's mission is to help clients make informed financial decisions in pursuit of their goals.
- Sector
- Financial Services
- HQ
- Bethlehem, PA, United States
- Employees
- 31
- Website
- valleynationalgroup.com/
- Ownership
- Privately Held (no backing)
Valley National Financial Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Valley National Financial Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Valley National Financial Advisors in its N-PORT filings yet. We sweep new filings monthly.