Value Financial Advisers, Inc.
SEC RegisteredYour choice for Financial Services
About the firm
Value Financial Advisers, Inc. has a clear and important goal: to provide high quality investment advice and personal service to clients who want to grow their wealth, yet maintain a margin of safety. The firm has operated continuously since incorporating in 1983, with the President and two Vice Presidents bringing over 90 years of combined professional investment advisory experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based Portfolio Management as the main service, with additional financial planning and wealth management services available as conditions warrant or as clients request.
Who they serve
Clients who want to grow their wealth yet maintain a margin of safety, with a focus on long-term advisory relationships that fit well with the investor's needs and risk tolerance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 167 | $52M |
| High Net Worth Individuals | 34 | $54M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of May 14, 2024 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Value Financial Advisers, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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