VALUE FINANCIAL ADVISERS, INC.
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 107321
- Registered since
- December 28, 1990
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.89%
- Individuals49.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Value Financial Advisers, Inc. is an independent registered investment advisor that has been operational since 1990. The firm primarily serves individual and family clients, offering a range of financial planning services and portfolio management tailored for individuals and small businesses. As a corporation, it operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not engage in active ESG investing, it does have affiliations as a registered representative of a broker-dealer and as an insurance broker.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities29%
- Cash & Cash Equivalents12%
- US Government Bonds9%
Contacts
3 of 3SCOTT TAYLOR
Vice PresidentCRD 869457
WILLIAM MASON
Vice PresidentCRD 1036748
PHILLIP CONNORS
Investment AdviserCRD 5491567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 1406 Spg Fest Ln
- Time zone
- ET (UTC-5)
- Office locations
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