Ayelet
Kindler
Valley Wealth Managers, Inc
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About this Advisor
Ayelet Kindler is a financial advisor based in Paramus, New Jersey, working with Valley Wealth Managers, Inc. Ayelet has previously held positions at Bank Leumi USA, Leumi Investment Services Inc, Valley Financial Management, Inc, Valley National Bank, and Valley Wealth Managers, Inc. Ayelet has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Ayelet is part of Valley Wealth Managers, Inc, which operates out of Paramus, New Jersey. The firm has 13 offices and 52 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Valley Wealth Managers, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Wealth Managers, Inc Brokerage Details
$2,246,985,760
52
1,997
$1,125,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ayelet Kindler Work History
Valley Wealth Managers, Inc
Valley Financial Management, Inc
Valley National Bank
Leumi Investment Services Inc
Bank Leumi Usa
Disclosures
Please visit the SEC profile of Ayelet Kindler 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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