The VALMARK RETIREMENT ADVISERS is a privately held investment adviser that advises $9.78Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. VALMARK RETIREMENT ADVISERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 58.07% over the last 5-years.
The Group has been registered with the SEC for 28.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 130 SPRINGSIDE DRIVE SUITE 300, AKRON, OHIO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 280 employees comprised of 280 investment and 0 non-investment staff. The total number of Employees increased by 23.35% over the last 5-years.
Their $9.78Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 209 other accounts. Assets of Individuals clients own $4.16Bn or 42.55% of Total Assets and High Net Worth Individuals own $3.95Bn or 40.35% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
VALMARK RETIREMENT ADVISERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.