ValueAligned Partners Information

View Top Employees from ValueAligned Partners

ValueAligned Partners | 56 followers on LinkedIn. Professional Investment Advice for Everyone. | ValueAligned® Partners is a fee-only wealth management company. Our focus is growing and preserving wealth through total alignment with your interests. Our mission is to bring personalized, institutional financial advice and financial management to individual investors, families, and small institutions not only in Red Bank, New Jersey, but also across the country.

Website	http://www.valuealigned.com
Revenue	$654000
Employees	13 (9 on RocketReach)
Founded	2002
Address	125 Half Mile Rd Ste 200, Red Bank, New Jersey 07701, US
Phone	+1 732-800-2375
Technologies	JavaScript , HTML , PHP +16 more (view full list)
Industry	Investment Management, Finance General, Other Financial Services, Finance, Consulting Services (B2B), Value Investing, Retirement Planning, Tax Efficient Investing, Financial Management, Financial Planning, Stock Investing, 401k Rollovers, IRA Rollovers, Separately Managed Accounts
Web Rank	32 Million
Keywords	Wealth Management, Investment Advice, Financial Advisor, Wealth Preservation, Fee Only Financial Advisor, Investment Management, Portfolio Management, Financial Security, Asset Management, Wealth Building Strategies, Financial Planning, Retirement Planning, Financial Consultant, Estate Planning, Long Term Investments, Growth Investing, Retirement Planning Services, Tax Planning, Value Investing, Passive Investing
Competitors	J.P. Morgan, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, BlackRock, T. Rowe Price, Wellington Management, Invesco Ltd., State Street Global Advisors +35 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies

ValueAligned Partners Questions

What is the annual revenue of ValueAligned Partners?

The ValueAligned Partners annual revenue was $654000 in 2026.

Who is the Owner of ValueAligned Partners?

James Culligan is the Owner of ValueAligned Partners.

How many people are employed at ValueAligned Partners?

9 people are employed at ValueAligned Partners.

Where is ValueAligned Partners based?

ValueAligned Partners is based in Red Bank, New Jersey.

What is the NAICS code for ValueAligned Partners?

The NAICS codes for ValueAligned Partners are [5239, 52, 52393, 523].

What is the SIC code for ValueAligned Partners?

The SIC codes for ValueAligned Partners are [62, 628].

Top ValueAligned Partners Employees

David Berkowitz

Investment Advisor and Chief Investment Officer at ValueAligned Partners

Middletown, NJ, US
4
- valuealigned.com
- hotmail.com
- comcast.net
- gmail.com
5
- +1 732-284-XXXX
- +1 732-671-XXXX
- +1 732-800-XXXX
- +1 732-842-XXXX
- +1 732-674-XXXX
James Culligan

Owner at ValueAligned Partners

Colorado Springs, CO, US
1
- gmail.com
1
- +1 719-201-XXXX
Gary Huysman

Owner at ValueAligned Partners

Charlottesville, VA, US
5+
- +1 434-770-XXXX
- +1 540-932-XXXX
- +1 570-651-XXXX
- +1 252-514-XXXX
- +1 434-444-XXXX
- +1 813-530-XXXX
Will Siegfried

Financial Analyst at ValueAligned Partners

Red Bank, NJ, US
1
- valuealigned.com
3
- +1 732-406-XXXX
- +1 740-380-XXXX
- +1 732-747-XXXX
Peter Asachenkov

Development Director at ValueAligned Partners

Russia
1
- rapida.ru