Sign in
Create a free account
VALMARK RETIREMENT ADVISERS, LLC
AKRON, OH
(330) 576-1234
SEC #801-108775Total AUM
$0
Employees
227Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
130 SPRINGSIDE DRIVE,
SUITE 300
AKRON
OH 44333
United States
SUITE 300
AKRON
OH 44333
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
(330) 576-1234
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING AND RETIREMENT PLANNING SERVICES MAY BE PROVIDED IN CONJUNCTION WITH PORTFOLIO MANAGEMENT SERVICES
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
OH
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.