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VALUEWORKS LLC
VALUEWORKS LLC
VALUEWORKS, LLC
NEW YORK CITY, New York
·
3 registered advisors
·
CRD# 116850
SEC# 801-60663
1
212-819-1818
01
Firm Overview
AUM
$312M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at VALUEWORKS LLC
3 registered advisors
Charles Spencer Lemonides
NEW YORK CITY, New York
CRD# 1394147
Mario John Del Pozzo
NEW YORK CITY, New York
CRD# 2154353
Zell Isaac Steven
NEW YORK CITY, New York
CRD# 6931615
05
Office Locations
NEW YORK CITY, New York
3 advisors
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Data sourced from SEC Form ADV filings. VALUEWORKS LLC (CRD# 116850) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.