Unclaimed Profile

George Robert Kress

VALLEY WEALTH MANAGERS, INC.·PARAMUS, New Jersey

Clean record13 years registeredVALLEY WEALTH MANAGERS, INC.

80 EAST RIDGEWOOD AVE, PARAMUS, NJ 07652CRD# 4496647Firm CRD# 108879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Robert Kress · PARAMUS, NJ

Registration

CRD #4496647 · VALLEY WEALTH MANAGERS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VALLEY WEALTH MANAGERS, INC.

VALLEY WEALTH MANAGERS, INC.

Aug 2023 – May 2024

Lake Elmore, VT

VALLEY WEALTH MANAGERS, INC.

Dec 2012 – Aug 2023

Lake Elmore, VT

Registrations & Exams

Registration record

First registered · December 17, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALLEY WEALTH MANAGERS, INC.

CRD 108879 · SEC 801-25461

AUM

$2.2B

Regulatory assets under management

Employees

1,997 client accounts

Services offered by VALLEY WEALTH MANAGERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALLEY WEALTH MANAGERS, INC. →

Introduction

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Frequently Asked Questions

What services does George Robert Kress offer?

George Robert Kress specializes in Financial Planning, Investment Management, Wealth Management.

What are George Robert Kress's credentials?

George Robert Kress is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Robert Kress located?

George Robert Kress is based in PARAMUS, New Jersey, last registered with VALLEY WEALTH MANAGERS, INC..

How does George Robert Kress charge for services?

George Robert Kress's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALLEY WEALTH MANAGERS, INC.?

VALLEY WEALTH MANAGERS, INC. has approximately 52 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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