VALUES ADDED FINANCIAL LLC
Doing business as VALUES ADDED FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$313,672,262
Discretionary
$313,672,262
Non-discretionary
$0
Firm details
- CRD number
- 288912
- SEC file number
- 801-122265
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.