Valuealigned Partners (CRD# 125128) is a financial advisory firm headquartered in Red Bank, NJ. They manage $34,640,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$444,103
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
David Berkowitz (CRD# 1384375) is an Investment Advisor Representative working at Valuealigned Partners in Red Bank, NJ and has over 23 years of experience in the finance industry.