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David Hendrik Levenson

VALUE MONITORING, INC·MENLO PARK, California
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250 OAK GROVE AVENUE, MENLO PARK, CA 94025-2251CRD# 6329981Firm CRD# 106056
01

About

David Hendrik Levenson is a registered financial advisor based in MENLO PARK, California, affiliated with VALUE MONITORING, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
VALUE MONITORING, INC
VALUE MONITORING, INC
AUM
$97M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at VALUE MONITORING, INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6329981
Firm CRD# 106056
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Hendrik Levenson offer?
David Hendrik Levenson specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in MENLO PARK, California for a consultation.
What are David Hendrik Levenson's credentials?
David Hendrik Levenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Hendrik Levenson located?
David Hendrik Levenson is based in MENLO PARK, California, working with VALUE MONITORING, INC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does David Hendrik Levenson charge for services?
David Hendrik Levenson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALUE MONITORING, INC?
VALUE MONITORING, INC has approximately 8 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Rhona Thompson — SIGNIA MANAGEMENT COMPANY, LLCMark Greenstein — DRAPER FISHER JURVETSON MANAGEMENT, LLCDonald F Wood — DFJ MANAGEMENT, LLCWarren Packard — DRAPER FISHER JURVETSON MANAGEMENT, LLCSarah Elizabeth Rogers — GLYNN CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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