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- Custodian
- Folio Investments · Goldman Sachs · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-14-2009
- Office Locations
- 1
Office Locations
About Valuealigned Partners
ValueAligned Partners (VAP Wealth Advisors) is a fiduciary RIA in Red Bank, NJ serving individuals and families, especially pre-retirees and retirees, with retirement income planning, advanced tax strategies, and ongoing investment management. Portfolios are built as client-specific SMAs using research-driven, fad-free value investing focused on long-term growth and a margin of safety, with full transparency and direct access to the decision-maker who invests alongside clients.
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Owner & Executives
DAVID LEE BERKOWITZ
Chief Compliance Officer, Investment Advisor
- CRD
- #1384375
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,212,247 | -- |
| Non-Discretionary | $5,515,708 | -- |
| Total | $75,727,955 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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