Contact

Randy Sweetman
732-389-3600 ex. 218
rsweetman@rastanger.com

Valuation Collection & Reporting Services

Our most economical valuation service obtains values directly from program sponsors.  Subscribers to this service include major NYSE-member wire houses, numerous regional brokers-dealers, major national clearing firms, and major banks and trust companies. Stanger maintains a database of over 27,000 alternative investment securities and has been providing valuation and reporting services for over 20 years.

Stanger’s Account Statement Valuation Reporting Service is designed for trustees, custodians, broker/dealers and clearing firms to assist FINRA broker-dealers with reporting of untraded securities values and prices on customer account statements and non-FINRA member banks, thrifts, and trust companies which offer trust and custodial services for IRA and other ERISA accounts to provide valuations to IRA/Custodial account holders. Stanger provides valuations on a monthly, quarterly or annual basis in a secure and fully automated electronic environment that links each security to the client’s internal securities identification number.

Stanger’s Valuation Collection and Reporting Service also allows subscribers to collect UBTI data.