THE MONEY AND VALUES GROUP

THE MONEY AND VALUES GROUP of PRESCOTT, AZ is an SEC-registered investment adviser (CRD 340171).

Registration

• CRD: 340171
• Type: Registered investment adviser
• Location: 3623 CROSSINGS DRIVE, PRESCOTT, AZ, 86305
• Phone: 928-277-1427
• Latest filing: 2026-04-22
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340171 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search