Overview
Assets Under Management: $142 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Frequently Asked Questions
VALUE INVESTMENT PROFESSIONALS, LLC 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 #164704), VALUE INVESTMENT PROFESSIONALS, LLC is subject to fiduciary duty under federal law.
VALUE INVESTMENT PROFESSIONALS, LLC is headquartered in NEW YORK, NY.
VALUE INVESTMENT PROFESSIONALS, LLC serves 40 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, VALUE INVESTMENT PROFESSIONALS, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
VALUE INVESTMENT PROFESSIONALS, LLC manages $142 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, VALUE INVESTMENT PROFESSIONALS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 83
Discretionary Accounts: 83
Regulatory Filings
CRD Number: 164704
Last Filing Date: 2025-02-05 00:00:00
Website: https://viprofessionals.com