Investment adviser · CRD 284914
VALMARK RETIREMENT ADVISERS, LLC
Investment adviser filing (IA)
AKRON, OH, United States · Form ADV filed Feb 18, 2022
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 227 Reported in this filing
- Advisory professionals
- 227 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 18, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
130 SPRINGSIDE DRIVE,, SUITE 300AKRON, OH, 44333, United States
CRD 284914
Filing source
Form ADV 1606708 · Feb 18, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.