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VALUEWORKS, LLC
One World Trade
Suite 84g
New York City, New York 10007
Tel: 212-819-1818
About VALUEWORKS, LLC
VALUEWORKS, LLC, formally registered with the SEC as VALUEWORKS, LLC. The firm was established in 10/26/2001. They have over 2 offices throughout the country.
VALUEWORKS, LLC is a New York City, New York based Financial Planning firm with nearly $312,114,211 assets under management, offering retirement planning & investment advisory services to 98 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116850 |
| SEC# | 801-60663 |
| Assets Managed by Firm | $312,114,211 |
| No. of Clients | 98 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 98 | $312,114,211 |
| Individuals (other than high net worth individuals) | 57 | $22,612,371 |
| High net worth individuals | 31 | $100,039,555 |
| Pension and profit sharing plans | 2 | $1,819,814 |
| Charitable organizations | 2 | $7,755,627 |
| Corporations or other businesses | 5 | $3,393,017 |
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