Valmark Advisers, Inc.

RIASEC Registered

Total AUM

$10.2B

Discretionary

$10B

98% of AUM

Avg account

$487K

Accounts

20,881

Employees

280

Advisory reps

297

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

FINTRX

Overview

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.