Expected Value Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 308043
- Website
- www.evmgmt.ai
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
- Client types
- HNWI89.21%
- Pooled Investment Vehicles9.04%
- Individuals1.73%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Expected Value Management LLC is an independent, individually owned registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management services for individuals, small businesses and pooled investment vehicles, and it does not act as a capital allocator. Its billing approach is varied: clients may be charged on a percentage-of-AUM basis, performance fees, or through fixed, subscription or hourly arrangements. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents79%
- Exchange Traded Equities21%
Contacts
1 of 1Temitope Omojola
Managing PartnerCRD 4980101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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