Value Monitoring, Inc
Value Monitoring, Inc is an SEC-registered wealth manager with $97.1M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Value Monitoring, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106056, data through 2022-03-30.
- AUM (assets under management / regulatory AUM)
- $97.1M (2022-03-30)
- Firm type
- Wealth Manager
- Employees
- 8
- Clients
- 76
- CRD
- 106056
- Ownership
- LEVENSON, ROBERT, HOWARD; SMITH, HOWARD, PAUL; TALARICO, SALLY, ANN; LEVENSON, MARK, ALEXANDER; LEVENSON, DAVID, HENDRIK
How much AUM does Value Monitoring, Inc have?
Value Monitoring, Inc reported $97.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2022-03-30).
Who owns Value Monitoring, Inc?
Disclosed owners and executives of Value Monitoring, Inc include LEVENSON, ROBERT, HOWARD, SMITH, HOWARD, PAUL, TALARICO, SALLY, ANN, LEVENSON, MARK, ALEXANDER, LEVENSON, DAVID, HENDRIK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.