Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
311509466
SEC advisor number
801-55564
FINRA CRD number
108050
AUM ?
$7.03 bn
(as of 19 Feb 24)
Accounts
17,262
(as of 19 Feb 24)
Employees
260
(260 investment advisory or research)
Address
Valmark Advisers
130 SPRINGSIDE DRIVE
SUITE 300
AKRON
OH 44333
130 SPRINGSIDE DRIVE
SUITE 300
AKRON
OH 44333
Phone
330-576-1234
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21