Valmark Advisers, Inc.
Firm details
- Headquarters
- Akron, Ohio
- CRD number
- 108050
- Registered since
- May 29, 1998
- Website
- www.valmarkfg.com
- Custodians
- SCHWAB ADVISOR SERVICES, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals40.94%
- HNWI38.82%
- Investment Companies14.66%
- Other3.8%
- Pension & Profit Sharing Plans1.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Valmark Advisers, Inc. is a corporation that acts as a capital allocator to both individual & family and institutional clients. The firm is registered with the SEC and has been since 1998. Its advisory services include financial planning, portfolio management for individuals and small businesses, management for investment companies and institutional clients, pension consulting, and the selection of other advisers. Fee arrangements include asset‑based pricing as well as hourly and fixed fees. Valmark reports industry ties to a broker‑dealer and an insurance company and does not identify as an active ESG investor.
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 Equities92%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 592Active vs passive
$12.7B in ETFs
85%
$10.8B
13%
$1.9B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $872M | 12,351,254 | 6.87% |
Location
Akron, OH
Summit
Location
Akron, OH
Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 130 Springside Dr
- Time zone
- ET (UTC-5)
- Office locations
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