Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm offers investment management services for a fee based on a percentage of your assets under management. They also offer financial planning services pursuant to a written agreement and fee schedule. GVA also has arrangements with third-party investment advisers (TPAs), which may have wrap fees.
Areas of Practice
Advisor Information
Office location
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is involved in several investment-related businesses, including Exeter Wealth Management, Great Valley Advisor Group, Fitch & Strong Group, PeakHaven Asset Management, and Innovative Planning Group. He is also the Vice President of IPG Risk Management, LLC, and involved with Lakeside Guard Insurance, dedicating minimal time to the latter.