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Building 2VALUE MONITORING, INC

Map pinMENLO PARK, CA
Phone650-451-3410
NotebookSEC #801-106582
Total AUM
$97.1M
Employees
8
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 OAK GROVE AVENUE
SUITE A
MENLO PARK
CA 94025-2251
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
650-451-3410

ReceiptFinancials

Total AUM
$97.1M
Accounts
147
Discretionary
$97.1M
Accounts
147
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
58
AUM
$16.3M
HNW Individual Clients
13
AUM
$22.1M
Pooled Vehicle Clients
1
AUM
$56.7M
Pension/Profit Sharing Plan Clients
2
AUM
$1.7M
Charitable Organization Clients
1
AUM
$121.4K
Corporation or Business Clients
1
AUM
$65K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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