Overview
Assets Under Management: $242 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 3
Average Client Assets: $41 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.40
Average High-Net-Worth Client Assets: $41 million
Total Client Accounts: 262
Discretionary Accounts: 241
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 304049
Filing ID: 1957544
Last Filing Date: 2025-03-14 12:02:00
Website: https://valuewealthservices.com