Assets Under Management
$55K
Number of Clients
85
Number of Advisors
44
Average Client AUM
$647.059
AUM per Advisor
$1K
Compensation
Fee-Only (AUM)
VFM provides automated investment advice through its Valley Digital Investor program, utilizing ETFs in six model portfolios based on client risk profiles. Clients are required to open a Valley Bank Account. Accounts are managed on a discretionary basis and rebalanced periodically. VFM is a subsidiary of Valley National Bank.
350 Madison Ave., New York, NY, 10017