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Home > Retirement Planners > new jersey > paramus > VALLEY WEALTH MANAGERS, INC.
VALLEY WEALTH MANAGERS, INC.
80 East Ridgewood Ave
Suite 3
Paramus, New Jersey 07652
Tel: 888-794-7940
About VALLEY WEALTH MANAGERS, INC.
VALLEY WEALTH MANAGERS, INC, formally registered with the SEC as VALLEY WEALTH MANAGERS, INC. The firm was established in 10/11/1985. They have over 13 offices throughout the country.
VALLEY WEALTH MANAGERS, INC. is a Paramus, New Jersey based Financial Planning firm with nearly $2,246,985,760 assets under management, offering retirement planning & investment advisory services to 1997 clients. The firm is staffed with 52 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108879 |
| SEC# | 801-25461 |
| Assets Managed by Firm | $2,246,985,760 |
| No. of Clients | 1997 |
| No. of Advisors | 52 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1997 | $2,246,985,760 |
| Individuals (other than high net worth individuals) | 374 | $197,243,630 |
| High net worth individuals | 430 | $1,636,010,670 |
| Pension and profit sharing plans | 21 | $293,457,795 |
| Charitable organizations | 12 | $23,518,103 |
| Corporations or other businesses | 32 | $96,755,562 |
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