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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Sept. 13, 2019
    • $897.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $224.6K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

22

name start date
Timothy Guy Roof
December 2007
Vance Joseph Szabo
June 2019
Ryan Michael Mulhearn
August 2017
Donna Marie Young
November 2013
Frank John III Stettner
March 1996

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Accounting Firm -- --
    National Advisors Trust Company -- --
    Valley National Indemnity Corporation -- --
    Valley National Investments, Inc. Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Thomas Merle Riddle Chairman October, 1984 75% or more
      Matthew E Petrozelli Chief Executive Officer And Chief Compliance Officer January, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees