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Building 2VALUE ARCHITECTS ASSET MANAGEMENT LLC

Map pinHOBOKEN, NJ
Phone201-222-9930
NotebookSEC #801-65411
Total AUM
$107.2M
Employees
2
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 HARRISON STREET
SUITE 109
HOBOKEN
NJ 07030
United States
Operating Hours
8:30 AM-4:30 PM
Monday - Friday
Phone
201-222-9930

ReceiptFinancials

Total AUM
$107.2M
Accounts
160
Discretionary
$97.9M
Accounts
151
Non-Discretionary
$9.2M
Accounts
9

ContactClients

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Individual Clients
129
AUM
$73.8M
HNW Individual Clients
20
AUM
$22.1M
Charitable Organization Clients
1
AUM
$9.8M
Insurance Company Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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