VALLEY NATIONAL Overview
Valley National Advisers Inc is an investment advisor that manages 555.9 MM dollars in regulatory AUM and has 11 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 543MM in positions, representing 98% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 543MM in positions, representing 98% of the manager's regulatory AUM.
VALLEY NATIONAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VALLEY NATIONAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TOTL | 6.37% | ETF | -0.34% | -0.17% | 3 | 0% | ||
| SCHX | 5.69% | ETF | 6.66% | -0.01% | 0 | 0% | ||
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FEATURED IN
VALLEY NATIONAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas M. Riddle | President And Chief Compliance Officer | October-1984 |
VALLEY NATIONAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VALLEY NATIONAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Form ADV Part 2A, Item 8
Fundamental, technical and cyclical analysis will be used as methods of securities analysis.
Long term purchases (securities held at least a year), short term purchases (securities held less than a year), trading (securities sold within 30 days) and margin transactions will be used as investment strategies.
Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Valley National Advisers Inc.) will be profitable or equal any specific performance level(s).
All investments carry associated risk of loss.
Form ADV Part 2A, Item 8
Fundamental, technical and cyclical analysis will be used as methods of securities analysis.
Long term purchases (securities held at least a year), short term purchases (securities held less than a year), trading (securities sold within 30 days) and margin transactions will be used as investment strategies.
Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Valley National Advisers Inc.) will be profitable or equal any specific performance level(s).
All investments carry associated risk of loss.
VALLEY NATIONAL Portfolio Concentration
VALLEY NATIONAL Location
1655 VALLEY CENTER PARKWAY
SUITE 100
BETHLEHEM, Pennsylvania
UNITED STATES, 18017
SUITE 100
BETHLEHEM, Pennsylvania
UNITED STATES, 18017
VALLEY NATIONAL Contact Information
Phone Number: 610-868-9000
Fax Number: 610-868-9900
Website: http://www.valleynationalgroup.com
Fax Number: 610-868-9900
Website: http://www.valleynationalgroup.com
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