Value Monitoring, Inc

RIASEC RegisteredEst. 2015
Total AUM
$62.9M
Discretionary
$62.9M
100% of AUM
Avg account
$1.1M
Accounts
58
Employees
2
Advisory reps
2

Firm details

Headquarters
Menlo Park, California
CRD number
106056
Registered since
August 24, 2015
Website
valuemonitoring.com
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI60.69%
  • Pooled Investment Vehicles28.67%
  • Individuals7.43%
  • Pension & Profit Sharing Plans3.18%
  • Charitable Organizations0.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Value Monitoring, Inc. is an independent registered investment adviser that has been SEC-registered since 2015 and is owned by an individual. The firm serves individuals, families and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and management of pooled investment vehicles. It also operates as an insurance broker and uses a fee model that combines a percentage of assets under management with performance‑based fees. Value Monitoring is not listed as an active ESG investor and is not reported as a multi‑state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Cash & Cash Equivalents 2%98%
  • Public Funds/Mutual Funds98%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Mark Levenson

    Mark Levenson

    PresidentCRD 5154184

  • David Levenson

    David Levenson

    Financial PlannerCRD 6329981

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$6M in ETFs

Passive

100%

$6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK)State StreetPassiveHigh Yield Bond$1.5M62,84825.00%
Unlock additional holdings →

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
250 Oak Grove Ave
Time zone
PT (UTC-8)
Office locations

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