Overview
Assets Under Management: $105 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 34
Average Client Assets: $1.6 million
Frequently Asked Questions
VALUE FINANCIAL ADVISERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107321), VALUE FINANCIAL ADVISERS, INC. is subject to fiduciary duty under federal law.
VALUE FINANCIAL ADVISERS, INC. is headquartered in ORLANDO, FL.
VALUE FINANCIAL ADVISERS, INC. serves 34 high-net-worth clients according to their SEC filing dated May 14, 2024. View client details ↓
According to their SEC Form ADV, VALUE FINANCIAL ADVISERS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
VALUE FINANCIAL ADVISERS, INC. manages $105 million in client assets according to their SEC filing dated May 14, 2024.
According to their SEC Form ADV, VALUE FINANCIAL ADVISERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.89%
Average Client Assets: $1.6 million
Total Client Accounts: 203
Discretionary Accounts: 179
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 107321
Filing ID: 1875284
Last Filing Date: 2024-05-14 14:09:00