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VALUE FINANCIAL ADVISERS, INC.

1406 Spring Fest Ln
Orlando, Florida 32828
Tel: 303-770-3030

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About VALUE FINANCIAL ADVISERS, INC.

VALUE FINANCIAL ADVISERS, INC, formally registered with the SEC as VALUE FINANCIAL ADVISERS, INC. The firm was established in 12/28/1990. They have over 2 offices throughout the country.

VALUE FINANCIAL ADVISERS, INC. is a Orlando, Florida based Financial Planning firm with nearly $105,269,801 assets under management, offering retirement planning & investment advisory services to 203 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107321
SEC#801-37987
Assets Managed by Firm$105,269,801
No. of Clients203
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total203$105,269,801
Individuals (other than high net worth individuals)167$51,694,104
High net worth individuals34$53,575,697

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