Valley Wealth Managers, Inc.
Valley Wealth Managers, Inc. (CRD# 108879) is a financial advisory firm headquartered in Paramus, NJ. They manage $2,246,985,760 in 1,997 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management2,247MILLION
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Total Number of Accounts1,997ACCOUNTS
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Average Account Value$1,125,181
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI
Kathleen Buske (CRD# 1317350) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Paramus, NJ and has over 38 years of experience in the finance industry.
Jamie Casey (CRD# 5441923) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in New York, NY and has over 12 years of experience in the finance industry.
David Chesir (CRD# 4474320) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Paramus, NJ and has over 21 years of experience in the finance industry.
Matthew Grosser (CRD# 6580831) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Paramus, NJ and has over 8 years of experience in the finance industry.
Daniel Hauschild (CRD# 2973391) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Wilmington, DE and has over 21 years of experience in the finance industry.
Ayelet Kindler (CRD# 4144731) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Paramus, NJ and has over 23 years of experience in the finance industry.
George Kress (CRD# 4496647) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Lake Elmore, VT and has 1 year of experience in the finance industry.
Kevin Madrigal (CRD# 6488900) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in New York, NY and has over 7 years of experience in the finance industry.
Leonid Medved (CRD# 5965657) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.
Marc Pershan (CRD# 1978954) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Chicago, IL and has over 34 years of experience in the finance industry.