Valley Wealth Managers, Inc.
Firm details
- Headquarters
- Paramus, New Jersey
- CRD number
- 108879
- Registered since
- October 11, 1985
- Website
- www.hallcapmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.12%
- Pension & Profit Sharing Plans12.37%
- Corporations / Businesses7.66%
- Individuals7.63%
- Charitable Organizations3.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Valley Wealth Managers, Inc. is a privately held corporate RIA that has been registered with the SEC since 1985. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional clients, and it also performs selection of other advisers. Fee arrangements include percentage-of-AUM billing and hourly charges. Valley Wealth Managers identifies itself as a capital allocator and does not characterize itself as an active ESG investor. The firm’s ownership is listed as a mix of a domestic entity and individual ownership. It maintains industry relationships across broker-dealers, other investment advisers, banking or thrift institutions, and insurance companies, which supports its role in sourcing investment managers and products for client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Investment Grade Corp Bonds17%
- Public Funds/Mutual Funds17%
- US Government Bonds7%
- State & Local Bonds5%
Owners & executives
3 of 4
Christopher Wilson
Chief Compliance OfficerCRD 5163915
Steven Tussi
CIOCRD 4705065
Jamie Mayo
Chief Financial OfficerCRD 3113603
Contacts
3 of 47
Jason Calderwood
First Vice PresidentCRD 5218103
Varda Tal
Senior Vice PresidentCRD 4401842
Ayelet Kindler
Financial AdvisorCRD 4144731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 161Active vs passive
$362M in ETFs
90%
$325M
9%
$37.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $52.8M | 409,211 | 14.56% |
Location
Paramus, NJ
Bergen
Location
Paramus, NJ
Headquartered in Paramus, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 80 E Ridgewood Ave
- Time zone
- ET (UTC-5)
- Office locations
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