VALUEALIGNED PARTNERS

RIASEC Registered

Total AUM

$75.7M

Discretionary

$70.2M

93% of AUM

Avg account

$549K

Accounts

138

Employees

Advisory reps

Firm details

Headquarters: RED BANK, New Jersey
CRD number: 125128
Website: www.valuealigned.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, PERSHING LLC
Fee structure: Percentage of AUM
Client types: HNWI77.12%
Individuals22.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Valuealigned Partners is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm charges fees as a percentage of assets under management and provides financial planning alongside portfolio management for individuals, small businesses and pooled investment vehicles. Supplementary activities include producing periodicals or newsletters and running educational seminars and workshops. Valuealigned Partners does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.