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 09/30/16. The fund's latest filing disclosed 194MM in positions, representing 35% of the manager's regulatory AUM.

VALLEY NATIONAL StockAlpha

-0.7%
Top 25%
2yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VALLEY NATIONAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.34% Tech -2.29% 0.01% 0 42%
PG 2.87% Cons. Staples -7.48% -0.08% 0 24%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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.































Unlock Full Investment Process Description

VALLEY NATIONAL Portfolio Concentration

VALLEY NATIONAL Location

1655 VALLEY CENTER PARKWAY
SUITE 100
BETHLEHEM, Pennsylvania
UNITED STATES, 18017

VALLEY NATIONAL Contact Information

Phone Number: 610-868-9000
Fax Number: 610-868-9900
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A