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Building 21949 VALUE ADVISORS LLC

Map pinMAHWAH, NJ
Phone201-252-8800
NotebookSEC #801-110102
Total AUM
$27.7M
Employees
2
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE INTERNATIONAL BLVD.,
SUITE 623
MAHWAH
NJ 07495-0032
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
201-252-8800

ReceiptFinancials

Total AUM
$27.7M
Accounts
5
Discretionary
$27.7M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$415.5K
HNW Individual Clients
1
AUM
$9.2M
Charitable Organization Clients
1
AUM
$16.5M
Investment Advisor Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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