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VALUE FINANCIAL ADVISERS, INC.

CRD 107321 · SEC 801-37987

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1406 SPRING FEST LN, ORLANDO, FL, 32828, United States

Phone

303-770-3030

Fax

303-773-9122

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$105.3M

Discretionary AUM

$98.0M

Team

4 total employees; 4 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2024-05-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)CONSULTING

Client types

TypeClientsAUM
Individuals167$51.7M
High net worth individuals34$53.6M

States served

CO

All web addresses on file

Official SEC filing: View on IAPD