Robert
Valleau
Almanack Investment Partners
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About this Advisor
Robert Valleau is a financial advisor working out of Wayne, Pennsylvania, who has 3 years of relevant experience. Valleau is an advisor for Almanack Investment Partners. During their career, the advisor has held roles at Trv Properties, Hornor, Townsend & Kent, Inc, Penn Mutual Life Insurance Company, Mercap Advisors, Inc, Mercap Securities, LLC and Almanack Investment Partners, LLC. Valleau has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Almanack Investment Partners is an advisory firm based out of Wayne, PA. It has offices in four locations and a total of 19 advisors. It handles $773 million in total assets across its 1,891 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises 17 charities and foundations. Of its 1,891 client accounts, 17% belong to high-net-worth individuals who have greater than $1 million in investable assets. Almanack Investment Partners provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically are based on the type of services offered. However, fees charged by Almanack Investment Partners likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Almanack Investment Partners Brokerage Details
$772,464,492
19
1,891
$408,495
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Valleau Work History
Robert has been registered as a financial advisor for 3 years.*
Almanack Investment Partners, LLC
Mercap Advisors, Inc
Mercap Securities, LLC
Hornor, Townsend & Kent, Inc
Penn Mutual Life Insurance Company
Trv Properties
*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 Robert Valleau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Almanack Investment Partners
Baton Rouge, LA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Baton Rouge, LA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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