VALUE FINANCIAL SERVICES CORP.

VALUE FINANCIAL SERVICES CORP. is an SEC-registered investment adviser (CRD 128816). Regulatory assets under management: $9.2M.

Registration

• CRD: 128816
• Type: Registered investment adviser
• Phone: 978-256-1533
• Latest filing: 2021-11-05
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128816 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search