Value Advisors LLC
Value Advisors LLC (CRD# 314035) is a financial advisory firm headquartered in , . They manage $3,005,087 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Value Advisors LLC
By the Numbers
-
Total Assets Under Management3MILLION
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Total Number of Accounts13ACCOUNTS
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Average Account Value$231,161
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY
Financial Advisors at Value Advisors LLC
1
Christopher Kehoe (CRD# 2424005) is an Investment Advisor Representative working at Value Advisors LLC in Port Charlotte, FL and has 1 year of experience in the finance industry.
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