Unclaimed Profile

Victoria Larson Fillet

VALUE ARCHITECTS ASSET MANAGEMENT LLC·HOBOKEN, New Jersey

Series 1, Series 63Clean record14 years registeredVALUE ARCHITECTS ASSET MANAGEMENT LLC

50 HARRISON STREET, HOBOKEN, NJ 07030CRD# 439237Firm CRD# 134390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Victoria Larson Fillet · HOBOKEN, NJ

Registration

CRD #439237 · VALUE ARCHITECTS ASSET MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VALUE ARCHITECTS ASSET MANAGEMENT LLC

CORIENT

Feb 2023 – Feb 2024

EAST LYME, CT

ROOSEVELT INVESTMENTS

Feb 2019 – Feb 2024

NEW YORK, NY

BLUEPRINT FINANCIAL PLANNING LLC

May 2012 – Dec 2018

HOBOKEN, NJ

Registrations & Exams

FINRA examinations passed

Series 1

Series 63

Registration record

First registered · May 17, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALUE ARCHITECTS ASSET MANAGEMENT LLC

CRD 134390 · SEC 801-65411

AUM

$107M

Regulatory assets under management

Employees

160 client accounts

Services offered by VALUE ARCHITECTS ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VALUE ARCHITECTS ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Victoria Larson Fillet offer?

Victoria Larson Fillet specializes in Investment Management, Wealth Management.

What are Victoria Larson Fillet's credentials?

Victoria Larson Fillet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Victoria Larson Fillet located?

Victoria Larson Fillet is based in HOBOKEN, New Jersey, last registered with VALUE ARCHITECTS ASSET MANAGEMENT LLC.

How does Victoria Larson Fillet charge for services?

Victoria Larson Fillet's firm is compensated through percentage of aum, other: retirement plan consulting -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALUE ARCHITECTS ASSET MANAGEMENT LLC?

VALUE ARCHITECTS ASSET MANAGEMENT LLC has approximately 2 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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