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VALUES ADDED FINANCIAL
VALUES ADDED FINANCIAL LLC
CRD 288912 · SEC 801-122265
CA, United States
Phone
202-599-0915
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$313.7M
Discretionary AUM
$313.7M
Team
9 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $23.5M |
| High net worth individuals | 74 | $286.3M |
| Charitable organizations | 3 | $3.8M |
States served
CA, DC, GA, LA, MD, MA, NY, OH, PA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD