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 corporation registered with the SEC since 1985 that provides financial planning and discretionary portfolio management across individual, family and institutional client segments. The firm acts as a capital allocator and offers fee arrangements that include AUM-based fees and hourly billing. Its advisory services span comprehensive financial planning, portfolio management for individuals/small businesses and for institutions, and the selection and oversight of third-party managers. Valley Wealth Managers reports several industry affiliations — including broker-dealer, other investment adviser, banking/thrift and insurance relationships — and identifies itself as not pursuing active ESG integration.
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 163Active vs passive
$379M in ETFs
96%
$362M
3%
$16.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $64.8M | 507,390 | 17.12% |
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
Similar firms
Breakwater Capital Group
RIAParamus, NJ
Genesis Financial Group, LLC
RIAParamus, NJ
Pine Valley Investments
RIAMarlton, NJ
CFS Investment Advisory Services LLC
RIATotowa, NJ
Abner Herrman & Brock, LLC
RIAJersey City, NJ
RMR Wealth Builders, Inc.
RIAMontclair, NJ