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 an independent, individual-owned registered investment adviser that registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional relationships. Its advisory work centers on portfolio management for individuals and small businesses and includes pension consulting services. Fee arrangements include a percentage-of-AUM schedule as well as hourly billing and the option for performance-based fees. The firm does not present itself as a capital allocator and is not identified 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$100M in ETFs
91%
$90.8M
8%
$9.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $8.8M | 174,592 | 8.80% |
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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