Valley National Advisers Inc

Valley National Advisers Inc. is a Registered Investment Adviser established on August 30, 1985. The firm offers individualized portfolio management services, with assets under management totaling $1,125,713,345 on a discretionary basis and $3,572,380 on a nondiscretionary basis as of December 31, 2022. Investment strategies include long-term purchases, short-term purchases, trading, and margin transactions. Clients pay an Advisory Fee based on their account asset value, with a minimum initial investment requirement of $500,000. The firm provides financial planning services ranging from $500 to $10,000 based on complexity. Valley National Advisers Inc. acts as a fiduciary, reviewing client portfolios regularly and providing services in the client's best interest. The firm may recommend professionals for non-investment services and receives compensation from Schwab for client referrals. Clients may choose their own custodian, but the firm generally recommends Schwab. Valley National Advisers Inc. does not vote on proxy statements but may tender shares under certain circumstances. For any questions, clients can contact the Chief Compliance Officer, Matthew E. Petrozelli.