Sign in Sign up for free

VaLPar, Inc. (Lincoln)


VaLPar, Inc. is an adviser based in Lincoln. It manages $71.6 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Colorado, Missouri, and Nebraska.

Logo



VaLPar provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as qualified retirement plan compliance management.

VaLPar: assets under management

The assets under management (AUM) of VaLPar, Inc. is $71.6 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.2 million in discretionary accounts and $69.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $366.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.01 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay VaLPar, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lincoln

The principal office where VaLPar, Inc. performs its advisory services is located at 701 P Street, Lincoln, NE 68508, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-440-3910 or by fax 888-869-7861. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.valparinc.com.


Registered investment advisers similar to VaLPar, Inc.