|
⚲
|
| Valley Wealth Managers Inc
✚
|
|
|---|---|
| CRD # | 108879 |
| SEC # | 801-25461 |
| CIK # | 0000924166 |
| AUM | $2.7 B (2026-03-31) |
| Employees | 54 (63% Investors, 76% Brokers) |
| Phone | 888-794-7940 |
| Address | 80 East Ridgewood Ave Paramus, NJ 07652 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000924166 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 46.5 | ||
| Corning Inc /NY | 41.7 | ||
| Broadcom Inc | 35.6 | ||
| Hasbro Inc | 30.0 | ||
| Cisco Systems Inc | 29.8 | ||
| Verizon Communications Inc | 29.7 | ||
| Citizens Financial Group Inc/Ri | 28.3 | ||
| Alphabet Inc | 28.1 | ||
| Denali Holding Inc | 27.9 | ||
| Microsoft Corp | 27.9 | ||
| Morgan Stanley | 27.3 | ||
| Ross Stores Inc | 27.3 | ||
| Seagate Technology PLC | 26.9 | ||
| Coach Inc | 26.8 | ||
| Pfizer Inc | 26.6 | ||
| Hubbell Inc | 26.5 | ||
| Platform Specialty Products Corp | 26.4 | ||
| Honeywell International Inc | 26.4 | ||
| Chevron Corp | 25.0 | ||
| Kroger Co | 24.9 | ||
| Delta Air Lines Inc | 24.6 | ||
| Amgen Inc | 24.3 | ||
| Amerisourcebergen Corp | 24.2 | ||
| Nexstar Broadcasting Group Inc | 23.9 | ||
| National Fuel Gas Co | 22.9 | ||
| CACI International Inc /DE/ | 22.9 | ||
| Vertex Pharmaceuticals Inc / Ma | 22.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 413 | 0.2 |
| (b) Individuals (high net worth individuals) | 441 | 1.9 |
| (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 | 18 | 0.3 |
| (h) Charitable organizations | 21 | 0.1 |
| (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 | 76 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,063 | 2.7 |
| By Discretionary | ||
| Discretionary | 1,954 | 2.5 |
| Non-Discretionary | 109 | 0.1 |
| Total | 2,063 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 2,063 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000924166] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Giverny Capital Inc
✚
|
2.7 | |
|
Sagewood Asset Management LP
✚
|
NY | 2.7 |
|
Norris Perne & French LLP
✚
|
MI | 2.7 |
|
Stadion Money Management LLC
✚
|
GA | 2.7 |
|
McAdam LLC
✚
|
PA | 2.7 |
|
36 North Capital Management LLC
✚
|
AR | 2.7 |
|
Rock Harbor Partners LLC
✚
|
NY | 2.7 |
|
Phillips and Company Advisors LLC
✚
|
OR | 2.7 |
|
Titleist Asset Management LLC
✚
|
TX | 2.7 |
|
CornerStone Investment Partners LLC
✚
|
GA | 2.7 |