VALMARK ADVISERS, INC.
|
|
VALMARK ADVISERS, INC.
(CRD# 108050)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Akron, OH.
The SEC approved the firm to operate as an RIA in
May 1998.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$5.1 Billion,
with discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
|
|
VALMARK ADVISERS, INC.
also reported in
Mar 2019
-
230
employees,
all of whom perform advisory functions.
-
A total of 123 office locations.
-
No registrations with foreign financial regulatory authorities.
-
NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
|
|
VALMARK ADVISERS, INC. has one or more disclosure events currently on file with the SEC.
|
|
|
|
|
|
|
|
|
|
VALMARK ADVISERS, INC. has Notice Filings with the following State Securities Authorities: AK-Jun 2002, AL-Jan 2001, AR-Jun 2002, AZ-Jul 1999, CA-Feb 20
, CO-Nov 2000, CT-Feb 2001, DC-Jun 2001, DE-Jul 2003, FL-Mar 1
, GA-Feb 2000, HI-Jun 2002, IA-Jul 2002, ID-Jun 2002, IL-Feb 2
, IN-Feb 2001, KS-Jun 2002, KY-Feb 2000, LA-Jun 2001, MA-Feb 2
, MD-Jun 2001, ME-Jun 2001, MI-Feb 2000, MN-Jun 2001, MO-Jun 2
, MS-Feb 2000, MT-Jun 2002, NC-Feb 2001, ND-Jun 2002, NE-Jun 2
, NH-Jun 2001, NJ-Jul 2001, NM-Jul 2002, NV-Feb 2001, NY-Aug 2
, OH-Feb 2001, OK-Feb 2001, OR-Jun 2002, PA-Jun 2001, RI-Jun 2
, SC-Nov 2000, SD-Jun 2002, TN-May 2002, TX-Apr 2001, UT-Jun 2
, VA-Jun 2001, VT-Mar 2002, WA-Jun 2000, WI-Jun 2002, WV-Nov 2
, WY-Jul 2017
|
|
|
|
Disclaimer:
The information presented above was gleaned
from the SEC website and is believed to be
accurate. FindingFraud.org is
presenting this data for informational
purposes only and assumes no responsibility
for errors or omissions. Please note
that we are aware of many instances where
RIAs provided erroneous data to the
SEC. Feel free to contact
FindingFraud.org with questions or concerns.
|
|
|
|
|
|
|
|
