Marc
Pershan
Valley Financial Management, Inc
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About this Advisor
Marc Pershan is a financial advisor based out of Chicago, Illinois with a total of 15 years of industry experience. Pershan is an employee of Valley Financial Management, Inc. During their career, the advisor has held roles at Leumi Investment Services, Inc and Bank Leumi Usa. Pershan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Valley Financial Management, Inc is a financial advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in eight locations and a total of 102 people on staff. It manages $335 million in assets among its 506 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 506 client accounts, 74% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Fees for financial advisory services usually are based on the type of financial services provided. However, fees charged by Valley Financial Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valley Financial Management, Inc Brokerage Details
$334,890,166
102
506
$661,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Marc Pershan Work History
Marc has been registered as a financial advisor for 15 years.*
Leumi Investment Services, Inc
Bank Leumi Usa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marc Pershan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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