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CRD: 332602
DEL VAL Retirement AND Investment Services INC
Doylestown, PA, 18902
2156801481
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-28-2024
- Office Locations
- 1
Office Locations
2525 Holicong Road Doylestown PA
About DEL VAL Retirement AND Investment Services INC
DEL VAL Retirement AND Investment Services INC is a Doylestown-based RIA. The firm has been operating for 1 years. Managing $1.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$381.1K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vital Catalyst
Client Personas
Foundation
Investment Themes
Ember Peak
Investment Vehicles
Vertex
Services
Bridge summit Frontier Unison peak Eagle
Owner & Executives
W
WILLIAM SANDS JR
Chief Compliance Officer, President
- CRD
- #5801085
- Ownership
- 75% or more
(206) 558-8910
prime.delta@radialcapital.com
in linkedin.com/in/wave-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,905,347 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,905,347 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,905,347
Equity - Exchange:
29.0% Public Funds:
42.6% Cash:
28.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $390,611,032 | 29.0% |
| Public Funds | $573,794,137 | 42.6% |
| Cash | $382,529,424 | 28.4% |
| Total | $1,346,934,593 | 100.0% |