VALMARK ADVISERS INC. Overview
Valmark Advisers Inc. is an investment advisor that manages 5.6 BN dollars in regulatory AUM and has 217 employees, of which 217 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 5BN in positions, representing 97% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 5BN in positions, representing 97% of the manager's regulatory AUM.
VALMARK ADVISERS INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VALMARK ADVISERS INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VEA | 10.29% | ETF | 4.36% | -0.39% | 1 | 9% | ||
| VOO | 7.16% | ETF | 8.92% | -0.01% | 0 | 13% | ||
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FEATURED IN
VALMARK ADVISERS INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Lawrence J. Rybka | President, Director | June-2000 |
| Lynn M. Goebel | Chief Compliance Officer | January-2010 |
| Shelly A. Goering | Chief Legal Officer | November-2011 |
| Michael A. Mcclary | Chief Investment Officer | January-2010 |
| Dean D. Kohmann | Senior Vice President, Investment Services | August-2013 |
VALMARK ADVISERS INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VALMARK ADVISERS INC. Investment Strategy
VALMARK ADVISERS INC. Portfolio Concentration
VALMARK ADVISERS INC. Location
130 SPRINGSIDE DRIVE
SUITE 300
AKRON, Ohio
UNITED STATES, 44333
SUITE 300
AKRON, Ohio
UNITED STATES, 44333
VALMARK ADVISERS INC. Contact Information
Phone Number: 800-765-5201
Fax Number: 330-576-1250
Website: null
Fax Number: 330-576-1250
Website: null
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