1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VALLEY WEALTH MANAGERS, INC.

Map pinPARAMUS, NJ
Phone888-794-7940
NotebookSEC #801-25461
Total AUM
$2.7B
Employees
54
Clients
969

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 EAST RIDGEWOOD AVE
SUITE 3
PARAMUS
NJ 07652
United States
Operating Hours
9:00 A.M. - 5:OO P.M.
Monday - Friday
Phone
888-794-7940
Other Offices
12

ReceiptFinancials

Total AUM
$2.7B
Accounts
2,063
Discretionary
$2.5B
Accounts
1,954
Non-Discretionary
$145.8M
Accounts
109

ContactClients

View more in analytics →

Individual Clients
413
AUM
$205M
HNW Individual Clients
441
AUM
$1.9B
Pension/Profit Sharing Plan Clients
18
AUM
$332.2M
Charitable Organization Clients
21
AUM
$86.6M
Corporation or Business Clients
76
AUM
$205.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOCTDEFLGAILKYLAMAMDMINCNHNJNVNYOHPASCTXVAVTWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

Feature requires an account