VALUES FIRST ADVISORS, INC.
Total AUM
$215.4M
Employees
12Clients
968Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
801 SUNSET DRIVE
SUITE C100
JOHNSON CITY
TN 37604
United States
SUITE C100
JOHNSON CITY
TN 37604
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
877-832-3847
Other Offices
3
Financials
Total AUM
$215.4M
Accounts
1,455Discretionary
$212M
Accounts
1,318Non-Discretionary
$3.4M
Accounts
137
Clients
Individual Clients
894AUM
$148.3M
HNW Individual Clients
73AUM
$65M
Charitable Organization Clients
1AUM
$2.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARFLGAIAILKSKYLAMIMOMSNCNMNYOHOKPASCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.