Valley Wealth Managers, Inc.

Valley Wealth Managers, Inc. (CRD# 108879) is a financial advisory firm headquartered in Paramus, NJ. They manage $2,246,985,760 in 1,997 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
80 East Ridgewood Ave, Suite 3, Paramus, NJ 07652
By the Numbers
  • Total Assets Under Management
    2,247
    MILLION
  • Total Number of Accounts
    1,997
    ACCOUNTS
  • Average Account Value
    $1,125,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI

Financial Advisors at Valley Wealth Managers, Inc.
Showing 21 - 21 of 21 top financial advisors.
21
Elliot Poretzky, financial advisor New York NY
Elliot R. Poretzky
CRD#: 4998913
350 Madison Ave, 4th Floor, New York, NY 10017

Elliot Poretzky (CRD# 4998913) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in New York, NY and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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