Valuealigned Partners

Valuealigned Partners (CRD# 125128) is a financial advisory firm headquartered in Red Bank, NJ. They manage $57,772,071 in 141 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
125 Half Mile Road, Suite 200, Red Bank, NJ 07701
https://www.linkedin.com/company/valuealigned-partners
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $409,731
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, TX

Financial Advisors at Valuealigned Partners
Showing 1 - 1 of 1 top financial advisors.
1
David Berkowitz, financial advisor Red Bank NJ
David L. Berkowitz
CRD#: 1384375
125 Half Mile Road, Suite 200, Red Bank, NJ 07701

David Berkowitz (CRD# 1384375) is an Investment Advisor Representative working at Valuealigned Partners in Red Bank, NJ and has over 29 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals