|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Valmark Advisers Inc
✚
|
|
|---|---|
| CRD # | 108050 |
| SEC # | 801-55564 |
| CIK # | 0001380443 |
| AUM | $8.4 B (2025-06-16) |
| Employees | 275 (100% Investors, 100% Brokers) |
| Phone | 800-765-5201 |
| Address | 130 Springside Drive Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001380443 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,142 | 3.7 |
| (b) Individuals (high net worth individuals) | 1,290 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 179 | 0.1 |
| (h) Charitable organizations | 20 | 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 | 53 | 0.3 |
| Total | 19,096 | 8.4 |
| By Discretionary | ||
| Discretionary | 19,095 | 8.2 |
| Non-Discretionary | 1 | 0.1 |
| Total | 19,096 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.4 | |
| Total | 19,096 | 8.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001380443] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Analysts LLC
✚
|
PA | 8.7 |
|
Advisory Services Network LLC
✚
|
GA | 8.6 |
|
DF Dent and Company Inc
✚
|
MD | 8.6 |
|
Crawford Investment Counsel Inc
✚
|
GA | 8.5 |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 8.5 |
|
Saturna Capital Corporation
✚
|
WA | 8.4 |
|
CornerStone Advisors Asset Management LLC
✚
|
PA | 8.3 |
|
Douglas Lane & Associates LLC
✚
|
NY | 8.2 |
|
Prowell Financial Management LLC
✚
|
PA | 8.1 |
|
Orgel Wealth Management LLC
✚
|
WI | 8.1 |