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VALUE MONITORING, INC
CRD 106056 · SEC 801-106582
250 OAK GROVE AVENUE, SUITE A, MENLO PARK, CA, 94025-2251, United States
Phone
650-451-3410
Fax
650-276-0701
Registration
— (—)
Source
State registered
Total AUM
$62.9M
Discretionary AUM
$62.9M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $4.7M |
| High net worth individuals | 28 | $38.2M |
| Pooled investment vehicles | 1 | $18.0M |
| Pension/profit sharing plans | 2 | $2.0M |
| Charitable organizations | 1 | $14K |
All web addresses on file
Official SEC filing: View on IAPD