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| Valmark Advisers Inc
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| |
|---|---|
| CRD # | 108050 |
| SEC # | 801-55564 |
| CIK # | 0001380443 |
| AUM | $7.0 BB (2024-05-03) |
| Employees | 260 (100% Investors, 100% Brokers) |
| Phone | 800-765-5201 |
| Address | 130 Springside Drive Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,197 | 3.2 |
| (b) Individuals (high net worth individuals) | 990 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 178 | 0.1 |
| (h) Charitable organizations | 21 | 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 | 0 | 0.0 |
| (n) Other | 48 | 0.3 |
| Total | 17,262 | 7.0 |
| By Discretionary | ||
| Discretionary | 16,862 | 6.9 |
| Non-Discretionary | 400 | 0.1 |
| Total | 17,262 | 7.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.0 | |
| Total | 17,262 | 7.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001380443] |
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|---|---|---|
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Orgel Wealth Management LLC
✚
|
WI | 7.1 |
|
Capital Analysts LLC
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PA | 7.1 |
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Parallel Advisors LLC
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CA | 7.1 |
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McMorgan & Company LLC
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CA | 7.1 |
|
Crossmark Global Investments Inc
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TX | 7.0 |
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Stephens Investment Management Group LLC
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AR | 7.0 |
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Mutual Advisors LLC
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NE | 6.9 |
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Perigon Wealth Management LLC
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CA | 6.9 |
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Asset Preservation Advisors LLC
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GA | 6.9 |