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Building 2VALUE INVESTMENT PROFESSIONALS, LLC

Map pinNEW YORK, NY
Phone646-383-7757
NotebookSEC #801-126351
Total AUM
$246.7M
Employees
4
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 PARK AVENUE
25TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
646-383-7757
Other Offices
4

ReceiptFinancials

Total AUM
$246.7M
Accounts
158
Discretionary
$246.7M
Accounts
158
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$25.8M
HNW Individual Clients
66
AUM
$218.5M
Pension/Profit Sharing Plan Clients
2
AUM
$2.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILLANJNYORTX

HandshakeAffiliates

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

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