VALUE INVESTMENT PROFESSIONALS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 164704
- Registered since
- August 5, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI88.58%
- Individuals10.48%
- Pension & Profit Sharing Plans0.95%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Value Investment Professionals, LLC is a privately owned limited liability company that provides portfolio management and pension consulting services to individuals, small businesses and some institutional clients. The adviser is SEC-registered (registration noted in 2022) and appears owner-operated. Its compensation arrangements include percentage-of-AUM fees alongside hourly charges and performance-based fees, indicating it can run both traditional advisory relationships and fee arrangements tied to investment outcomes. The firm does not self-identify as an active ESG investor.
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 Funds68%
- Exchange Traded Equities16%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Other4%
Contacts
3 of 4TIMOTHY MCFADDEN
Investment Advisor RepresentativeCRD 1718980
JOAN GUCCIONE
Investment Advisor RepresentativeCRD 2684031
ANDREW HODGES
Founder and Managing MemberCRD 6091749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$68.5M in ETFs
86%
$59.2M
4%
$9.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US HIGH DIVIDEND FUND (DHS) | Wisdom Tree | Passive | Large Value | $13.4M | 266,622 | 19.58% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 125 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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