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| Valley Wealth Managers Inc
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| |
|---|---|
| CRD # | 108879 |
| SEC # | 801-25461 |
| CIK # | 0000924166 |
| AUM | $2.2 BB (2024-08-29) |
| Employees | 52 (92% Investors, 67% Brokers) |
| Phone | 888-794-7940 |
| Address | 80 East Ridgewood Ave Paramus, NJ 07652 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 42.7 | |
| AVGO | 201,282.9 | 41.6 | |
| MSFT | 1,918,222.4 | 33.4 | |
| ORCL | 182,760.6 | 25.9 | |
| GOOGL | 1,475,138.5 | 25.3 | |
| AMGN | 130,083.0 | 24.2 | |
| VRTX | 70,632.1 | 24.1 | |
| PGR | 67,509.2 | 23.5 | |
| VZ | 211,914.0 | 21.8 | |
| MS | 136,724.0 | 21.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 374 | 0.2 |
| (b) Individuals (high net worth individuals) | 430 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 0.3 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,997 | 2.2 |
| By Discretionary | ||
| Discretionary | 1,929 | 2.1 |
| Non-Discretionary | 68 | 0.2 |
| Total | 1,997 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 1,997 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000924166] |
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