Values Added Financial
Firm details
- Headquarters
- ,
- CRD number
- 288912
- Registered since
- September 3, 2021
- Website
- valuesaddedfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.29%
- Individuals7.49%
- Charitable Organizations1.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Values Added Financial is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves both individual/family clients and institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, manager selection, and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Values Added Financial identifies as an active ESG investor and maintains an industry affiliation with a law firm.
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
- Exchange Traded Equities80%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 9Rosana Ralya
Associate Financial AdvisorCRD 6432739
Rachel Lewis
Associate Financial AdvisorCRD 8237120
Ariel Weisbard
Managing PartnerCRD 6873030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$279M in ETFs
93%
$259M
<1%
$20.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $23.3M | 461,569 | 8.33% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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