1949 VALUE ADVISORS LLC
Total AUM
$27.7M
Employees
2Clients
4Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE INTERNATIONAL BLVD.,
SUITE 623
MAHWAH
NJ 07495-0032
United States
SUITE 623
MAHWAH
NJ 07495-0032
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
201-252-8800
Financials
Total AUM
$27.7M
Accounts
5Discretionary
$27.7M
Accounts
5Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$415.5K
HNW Individual Clients
1AUM
$9.2M
Charitable Organization Clients
1AUM
$16.5M
Investment Advisor Clients
1AUM
$1.6M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.