DEL VAL Retirement and Investment Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and financial planning to individuals, high-net-worth individuals, trusts, small businesses and estates. As of December 31, 2025 it reported about $1.9 million in discretionary assets across five client accounts and offers financial planning at no additional cost to its asset-management clients.
Investment strategies are tailored to each client’s documented objectives and may draw on fundamental, technical, charting and cyclical analysis, with use of mutual funds, ETFs, options and fixed-income securities as appropriate. The firm generally operates with discretionary trading authority, performs quarterly account reviews, and requires clients to custody assets at a single institutional custodian.
Noteworthy aspects include the firm’s very small client base and low total AUM combined with no stated account minimum and complimentary planning tied to managed accounts. The brochure also discloses the principal’s significant outside business activities (a construction project management role and a commercial real estate inspection business) and that the custodian relationship can generate soft‑dollar benefits, while the firm does not accept proxy-voting authority from clients.
Client services
Expertise
Fee options
1.00% annually
Main office
2525 Holicong Road
Doylestown PA 18902
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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