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VALUE MONITORING, INC
VALUE MONITORING, INC
MENLO PARK, California
·
2 registered advisors
·
CRD# 106056
SEC# 801-106582
0
650-451-3410
01
Firm Overview
AUM
$97M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at VALUE MONITORING, INC
2 registered advisors
David Hendrik Levenson
MENLO PARK, California
CRD# 6329981
Mark Alexander Levenson
MENLO PARK, California
CRD# 5154184
05
Office Locations
MENLO PARK, California
2 advisors
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Data sourced from SEC Form ADV filings. VALUE MONITORING, INC (CRD# 106056) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.